BerganKDV Wealth 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 |
-1,812
| Closed | -$43.6K | – | 865 |
|
|
2023
Q1 | $43.6K | Buy |
1,812
+1,799
| +13,838% | +$43.3K | ﹤0.01% | 409 |
|
|
2022
Q4 | $374 | Buy |
+13
| New | +$374 | ﹤0.01% | 978 |
|
|
2020
Q3 | – | Sell |
-322
| Closed | -$5K | – | 902 |
|
|
2020
Q2 | $5K | Buy |
322
+237
| +279% | +$3.68K | ﹤0.01% | 616 |
|
|
2020
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 776 |
|
|
2019
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 746 |
|
|
2019
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 646 |
|
|
2019
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 685 |
|
|
2019
Q1 | $2K | Hold |
85
| – | – | ﹤0.01% | 649 |
|
|
2018
Q4 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 636 |
|