CIBC Private Wealth Group’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Sell |
14,249
-549
| -4% | -$5.78K | ﹤0.01% | 1236 |
|
|
2025
Q1 | $151K | Buy |
14,798
+2,936
| +25% | +$30K | ﹤0.01% | 1185 |
|
|
2024
Q4 | $147K | Sell |
11,862
-2,132
| -15% | -$26.4K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $281K | Sell |
13,994
-1,802
| -11% | -$36.1K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $282K | Sell |
15,796
-374
| -2% | -$6.68K | ﹤0.01% | 973 |
|
|
2024
Q1 | $292K | Buy |
16,170
+2,991
| +23% | +$54K | ﹤0.01% | 981 |
|
|
2023
Q4 | $254K | Buy |
13,179
+110
| +0.8% | +$2.12K | ﹤0.01% | 989 |
|
|
2023
Q3 | $199K | Sell |
13,069
-153,689
| -92% | -$2.34M | ﹤0.01% | 1005 |
|
|
2023
Q2 | $3.46M | Buy |
166,758
+150,050
| +898% | +$3.11M | 0.01% | 440 |
|
|
2023
Q1 | $402K | Hold |
16,708
| – | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $478K | Sell |
16,708
-1,000
| -6% | -$28.6K | ﹤0.01% | 620 |
|
|
2022
Q3 | $400K | Hold |
17,708
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $373K | Sell |
17,708
-1,000
| -5% | -$21.1K | ﹤0.01% | 760 |
|
|
2022
Q1 | $481K | Sell |
18,708
-5,991
| -24% | -$154K | ﹤0.01% | 759 |
|
|
2021
Q4 | $600K | Buy |
24,699
+1,000
| +4% | +$24.3K | ﹤0.01% | 736 |
|
|
2021
Q3 | $541K | Buy |
23,699
+2,511
| +12% | +$57.3K | ﹤0.01% | 722 |
|
|
2021
Q2 | $552K | Sell |
21,188
-2,699
| -11% | -$70.3K | ﹤0.01% | 780 |
|
|
2021
Q1 | $640K | Buy |
23,887
+60
| +0.3% | +$1.61K | ﹤0.01% | 755 |
|
|
2020
Q4 | $560K | Sell |
23,827
-78
| -0.3% | -$1.83K | ﹤0.01% | 753 |
|
|
2020
Q3 | $432K | Buy |
23,905
+10,073
| +73% | +$182K | ﹤0.01% | 711 |
|
|
2020
Q2 | $201K | Buy |
+13,832
| New | +$201K | ﹤0.01% | 589 |
|
|
2020
Q1 | – | Sell |
-14,160
| Closed | -$282K | – | 838 |
|
|
2019
Q4 | $282K | Sell |
14,160
-3,347
| -19% | -$66.7K | ﹤0.01% | 807 |
|
|
2019
Q3 | $286K | Sell |
17,507
-928
| -5% | -$15.2K | ﹤0.01% | 789 |
|
|
2019
Q2 | $309K | Sell |
18,435
-1,029
| -5% | -$17.2K | ﹤0.01% | 803 |
|
|
2019
Q1 | $352K | Buy |
+19,464
| New | +$352K | ﹤0.01% | 790 |
|
|
2018
Q3 | – | Sell |
-16,086
| Closed | -$216K | – | 981 |
|
|
2018
Q2 | $216K | Buy |
16,086
+15,950
| +11,728% | +$214K | ﹤0.01% | 905 |
|
|
2018
Q1 | $2K | Buy |
+136
| New | +$2K | ﹤0.01% | 1779 |
|
|
2016
Q4 | – | Sell |
-16,052
| Closed | -$207K | – | 576 |
|
|
2016
Q3 | $207K | Buy |
+16,052
| New | +$207K | ﹤0.01% | 577 |
|