Checchi Capital Advisers’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,675
| Closed | -$201K | – | 529 |
|
|
2023
Q2 | $201K | Buy |
9,675
+615
| +7% | +$12.7K | 0.02% | 546 |
|
|
2023
Q1 | $218K | Sell |
9,060
-107
| -1% | -$2.58K | 0.02% | 510 |
|
|
2022
Q4 | $264K | Sell |
9,167
-232
| -2% | -$6.67K | 0.03% | 436 |
|
|
2022
Q3 | $212K | Hold |
9,399
| – | – | 0.02% | 500 |
|
|
2022
Q2 | $209K | Buy |
9,399
+844
| +10% | +$18.8K | 0.02% | 535 |
|
|
2022
Q1 | $220K | Buy |
+8,555
| New | +$220K | 0.02% | 492 |
|
|
2021
Q2 | – | Sell |
-9,177
| Closed | -$246K | – | 529 |
|
|
2021
Q1 | $246K | Buy |
9,177
+119
| +1% | +$3.19K | 0.02% | 421 |
|
|
2020
Q4 | $213K | Buy |
+9,058
| New | +$213K | 0.02% | 442 |
|
|
2016
Q3 | – | Sell |
-2,902
| Closed | -$36K | – | 395 |
|
|
2016
Q2 | $36K | Sell |
2,902
-616
| -18% | -$7.64K | ﹤0.01% | 963 |
|
|
2016
Q1 | $42K | Buy |
+3,518
| New | +$42K | 0.01% | 876 |
|