Capital Analysts LLC’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-67
| Closed | -$2K | – | 1054 |
|
|
2022
Q3 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 979 |
|
|
2022
Q1 | – | Sell |
-1,086
| Closed | -$26K | – | 930 |
|
|
2021
Q4 | $26K | Sell |
1,086
-3,137
| -74% | -$75.1K | ﹤0.01% | 673 |
|
|
2021
Q3 | $96K | Hold |
4,223
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $110K | Hold |
4,223
| – | – | 0.01% | 431 |
|
|
2021
Q1 | $113K | Buy |
+4,223
| New | +$113K | 0.01% | 433 |
|
|
2017
Q4 | – | Sell |
-589
| Closed | -$6K | – | 440 |
|
|
2017
Q3 | $6K | Buy |
+589
| New | +$6K | ﹤0.01% | 417 |
|