Contravisory Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,613
| Closed | -$494K | – | 393 |
|
|
2024
Q3 | $494K | Buy |
+24,613
| New | +$494K | 0.11% | 137 |
|
|
2023
Q2 | – | Sell |
-10,846
| Closed | -$261K | – | 297 |
|
|
2023
Q1 | $261K | Buy |
10,846
+339
| +3% | +$8.16K | 0.07% | 180 |
|
|
2022
Q4 | $302K | Buy |
+10,507
| New | +$302K | 0.08% | 159 |
|
|
2021
Q3 | – | Sell |
-152
| Closed | -$4K | – | 267 |
|
|
2021
Q2 | $4K | Buy |
+152
| New | +$4K | ﹤0.01% | 257 |
|
|
2020
Q2 | – | Sell |
-28,070
| Closed | -$382K | – | 250 |
|
|
2020
Q1 | $382K | Sell |
28,070
-664
| -2% | -$9.04K | 0.17% | 60 |
|
|
2019
Q4 | $572K | Sell |
28,734
-515
| -2% | -$10.3K | 0.21% | 52 |
|
|
2019
Q3 | $478K | Sell |
29,249
-244
| -0.8% | -$3.99K | 0.18% | 56 |
|
|
2019
Q2 | $494K | Buy |
29,493
+27
| +0.1% | +$452 | 0.19% | 59 |
|
|
2019
Q1 | $533K | Sell |
29,466
-606
| -2% | -$11K | 0.21% | 51 |
|
|
2018
Q4 | $435K | Buy |
30,072
+1,443
| +5% | +$20.9K | 0.19% | 57 |
|
|
2018
Q3 | $401K | Sell |
28,629
-163
| -0.6% | -$2.28K | 0.14% | 85 |
|
|
2018
Q2 | $386K | Buy |
+28,792
| New | +$386K | 0.14% | 87 |
|
|
2017
Q1 | – | Sell |
-4,864
| Closed | -$57K | – | 285 |
|
|
2016
Q4 | $57K | Buy |
4,864
+3,645
| +299% | +$42.7K | 0.02% | 120 |
|
|
2016
Q3 | $16K | Buy |
+1,219
| New | +$16K | 0.01% | 125 |
|