Carmichael Hill & Associates’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $79.9K | Sell |
3,985
-71
| -2% | -$1.42K | 0.03% | 255 |
|
|
2024
Q2 | $71.3K | Sell |
4,056
-3,000
| -43% | -$52.7K | 0.03% | 250 |
|
|
2024
Q1 | $127K | Hold |
7,056
| – | – | 0.05% | 204 |
|
|
2023
Q4 | $136K | Hold |
7,056
| – | – | 0.06% | 195 |
|
|
2023
Q3 | $107K | Hold |
7,056
| – | – | 0.05% | 203 |
|
|
2023
Q2 | $146K | Buy |
7,056
+3,000
| +74% | +$62.2K | 0.07% | 181 |
|
|
2023
Q1 | $97.7K | Hold |
4,056
| – | – | 0.05% | 207 |
|
|
2022
Q4 | $117K | Hold |
4,056
| – | – | 0.06% | 186 |
|
|
2022
Q3 | $92K | Hold |
4,056
| – | – | 0.05% | 201 |
|
|
2022
Q2 | $85K | Buy |
4,056
+53
| +1% | +$1.11K | 0.04% | 214 |
|
|
2022
Q1 | $103K | Hold |
4,003
| – | – | 0.05% | 203 |
|
|
2021
Q4 | $97K | Hold |
4,003
| – | – | 0.04% | 204 |
|
|
2021
Q3 | $91K | Hold |
4,003
| – | – | 0.05% | 200 |
|
|
2021
Q2 | $104K | Sell |
4,003
-14
| -0.3% | -$364 | 0.05% | 191 |
|
|
2021
Q1 | $108K | Hold |
4,017
| – | – | 0.06% | 185 |
|
|
2020
Q4 | $94K | Hold |
4,017
| – | – | 0.06% | 192 |
|
|
2020
Q3 | $73K | Hold |
4,017
| – | – | 0.05% | 206 |
|
|
2020
Q2 | $58K | Hold |
4,017
| – | – | 0.04% | 217 |
|
|
2020
Q1 | $55K | Hold |
4,017
| – | – | 0.05% | 204 |
|
|
2019
Q4 | $80K | Buy |
+4,017
| New | +$80K | 0.06% | 201 |
|