Cary Street Partners Investment Advisory’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,720
| Closed | -$26.1K | – | 664 |
|
|
2023
Q3 | $26.1K | Buy |
1,720
+120
| +8% | +$1.82K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $33.2K | Sell |
1,600
-421
| -21% | -$8.73K | ﹤0.01% | 914 |
|
|
2023
Q1 | $48.7K | Buy |
2,021
+421
| +26% | +$10.1K | ﹤0.01% | 750 |
|
|
2022
Q4 | $46K | Buy |
+1,600
| New | +$46K | ﹤0.01% | 770 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$18K | – | 363 |
|
|
2020
Q3 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 669 |
|