Cornell Pochily Investment Advisors’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 |
-13,942
| Closed | -$212K | – | 172 |
|
|
2023
Q3 | $212K | Buy |
13,942
+3
| +0% | +$46 | 0.09% | 162 |
|
|
2023
Q2 | $289K | Sell |
13,939
-1,082
| -7% | -$22.4K | 0.12% | 145 |
|
|
2023
Q1 | $362K | Sell |
15,021
-195
| -1% | -$4.7K | 0.15% | 131 |
|
|
2022
Q4 | $43.8K | Sell |
15,216
-847
| -5% | -$2.44K | 0.02% | 169 |
|
|
2022
Q3 | $363K | Buy |
16,063
+304
| +2% | +$6.87K | 0.16% | 126 |
|
|
2022
Q2 | $331K | Sell |
15,759
-295
| -2% | -$6.2K | 0.15% | 133 |
|
|
2022
Q1 | $413K | Buy |
16,054
+5
| +0% | +$129 | 0.16% | 123 |
|
|
2021
Q4 | $390K | Sell |
16,049
-496
| -3% | -$12.1K | 0.15% | 127 |
|
|
2021
Q3 | $378K | Buy |
16,545
+15
| +0.1% | +$343 | 0.16% | 126 |
|
|
2021
Q2 | $431K | Sell |
16,530
-594
| -3% | -$15.5K | 0.19% | 111 |
|
|
2021
Q1 | $459K | Buy |
17,124
+256
| +2% | +$6.86K | 0.22% | 99 |
|
|
2020
Q4 | $396K | Buy |
16,868
+2,000
| +13% | +$47K | 0.19% | 104 |
|
|
2020
Q3 | $269K | Buy |
14,868
+2,193
| +17% | +$39.7K | 0.15% | 119 |
|
|
2020
Q2 | $184K | Buy |
+12,675
| New | +$184K | 0.11% | 136 |
|