Carroll Financial Associates’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9K | Sell |
400
-11
| -3% | -$248 | ﹤0.01% | 1183 |
|
|
2021
Q3 | $9K | Hold |
411
| – | – | ﹤0.01% | 1239 |
|
|
2021
Q2 | $10K | Buy |
411
+16
| +4% | +$389 | ﹤0.01% | 1278 |
|
|
2021
Q1 | $10K | Buy |
395
+26
| +7% | +$658 | ﹤0.01% | 1199 |
|
|
2020
Q4 | $8K | Sell |
369
-16
| -4% | -$347 | ﹤0.01% | 1154 |
|
|
2020
Q3 | $6K | Buy |
385
+366
| +1,926% | +$5.7K | ﹤0.01% | 1141 |
|
|
2020
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q1 | $0 | Buy |
19
+3
| +19% | – | ﹤0.01% | 1432 |
|
|
2019
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1515 |
|
|
2019
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1354 |
|