Colonial Trust Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-84
| Closed | -$1.51K | – | 759 |
|
|
2024
Q1 | $1.51K | Buy |
84
+31
| +58% | +$556 | ﹤0.01% | 828 |
|
|
2023
Q4 | $1.02K | Sell |
53
-88
| -62% | -$1.69K | ﹤0.01% | 771 |
|
|
2023
Q3 | $2.14K | Buy |
141
+19
| +16% | +$289 | ﹤0.01% | 714 |
|
|
2023
Q2 | $2.53K | Hold |
122
| – | – | ﹤0.01% | 715 |
|
|
2023
Q1 | $2.94K | Sell |
122
-3
| -2% | -$72 | ﹤0.01% | 681 |
|
|
2022
Q4 | $3.6K | Buy |
+125
| New | +$3.6K | ﹤0.01% | 658 |
|