Berman Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $59K | Buy |
2,603
+10
| +0.4% | +$227 | 0.01% | 608 |
|
|
2021
Q2 | $67K | Buy |
2,593
+1,253
| +94% | +$32.4K | 0.01% | 484 |
|
|
2021
Q1 | $35K | Buy |
1,340
+727
| +119% | +$19K | 0.01% | 602 |
|
|
2020
Q4 | $14K | Sell |
613
-1
| -0.2% | -$23 | ﹤0.01% | 775 |
|
|
2020
Q3 | $10K | Sell |
614
-52
| -8% | -$847 | ﹤0.01% | 782 |
|
|
2020
Q2 | $9K | Sell |
666
-603
| -48% | -$8.15K | ﹤0.01% | 785 |
|
|
2020
Q1 | $17K | Buy |
1,269
+80
| +7% | +$1.07K | 0.01% | 530 |
|
|
2019
Q4 | $23K | Buy |
1,189
+449
| +61% | +$8.69K | 0.01% | 488 |
|
|
2019
Q3 | $12K | Sell |
740
-383
| -34% | -$6.21K | ﹤0.01% | 651 |
|
|
2019
Q2 | $18K | Buy |
1,123
+664
| +145% | +$10.6K | 0.01% | 531 |
|
|
2019
Q1 | $8K | Buy |
459
+358
| +354% | +$6.24K | ﹤0.01% | 715 |
|
|
2018
Q4 | $1K | Buy |
+101
| New | +$1K | ﹤0.01% | 938 |
|