Belpointe Asset Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,904
| Closed | -$142K | – | 663 |
|
|
2023
Q1 | $142K | Buy |
5,904
+1,911
| +48% | +$46K | 0.01% | 1106 |
|
|
2022
Q4 | $115K | Buy |
+3,993
| New | +$115K | 0.01% | 1165 |
|
|
2021
Q4 | – | Sell |
-6,141
| Closed | -$140K | – | 1197 |
|
|
2021
Q3 | $140K | Buy |
6,141
+933
| +18% | +$21.3K | 0.01% | 1005 |
|
|
2021
Q2 | $136K | Buy |
+5,208
| New | +$136K | 0.01% | 993 |
|
|
2020
Q1 | – | Sell |
-6,012
| Closed | -$120K | – | 621 |
|
|
2019
Q4 | $120K | Buy |
+6,012
| New | +$120K | 0.02% | 711 |
|
|
2019
Q2 | – | Sell |
-25,371
| Closed | -$458K | – | 608 |
|
|
2019
Q1 | $458K | Buy |
+25,371
| New | +$458K | 0.09% | 178 |
|
|
2018
Q3 | – | Sell |
-40,046
| Closed | -$537K | – | 646 |
|
|
2018
Q2 | $537K | Buy |
+40,046
| New | +$537K | 0.15% | 150 |
|