Creative Planning’s AES Corporation Class C Preferred AES.PRC.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $502K | Sell |
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|
2016
Q4 | $522K | Buy |
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|
2016
Q3 | $499K | Buy |
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|
2016
Q2 | $483K | Sell |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $585K | Buy |
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|
2015
Q3 | $391K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $321K | Sell |
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|
2014
Q4 | $333K | Sell |
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|
2014
Q3 | $348K | Sell |
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|
2014
Q2 | $359K | Buy |
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|
2014
Q1 | $142K | Sell |
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|
2013
Q4 | $160K | Buy |
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|
2013
Q3 | $110K | Buy |
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|
2013
Q2 | $61K | Buy |
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