Cape Investment Advisory’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
9,532
+2,076
| +28% | +$21.8K | 0.04% | 266 |
|
|
2025
Q1 | $92.6K | Buy |
7,456
+478
| +7% | +$5.94K | 0.04% | 257 |
|
|
2024
Q4 | $89.8K | Buy |
6,978
+1,961
| +39% | +$25.2K | 0.04% | 254 |
|
|
2024
Q3 | $101K | Buy |
5,017
+50
| +1% | +$1K | 0.04% | 235 |
|
|
2024
Q2 | $87.3K | Sell |
4,967
-133
| -3% | -$2.34K | 0.04% | 235 |
|
|
2024
Q1 | $91.4K | Buy |
+5,100
| New | +$91.4K | 0.04% | 230 |
|