Crewe Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,023
| Closed | -$53.1K | – | 723 |
|
|
2024
Q2 | $53.1K | Buy |
3,023
+1,958
| +184% | +$34.4K | 0.01% | 359 |
|
|
2024
Q1 | $19.1K | Buy |
+1,065
| New | +$19.1K | ﹤0.01% | 502 |
|
|
2023
Q4 | – | Sell |
-994
| Closed | -$15.1K | – | 416 |
|
|
2023
Q3 | $15.1K | Buy |
994
+3
| +0.3% | +$46 | ﹤0.01% | 215 |
|
|
2023
Q2 | $20.5K | Buy |
991
+416
| +72% | +$8.62K | ﹤0.01% | 343 |
|
|
2023
Q1 | $13.8K | Sell |
575
-135
| -19% | -$3.25K | ﹤0.01% | 494 |
|
|
2022
Q4 | $20.4K | Sell |
710
-352
| -33% | -$10.1K | ﹤0.01% | 417 |
|
|
2022
Q3 | $24K | Buy |
1,062
+158
| +17% | +$3.57K | ﹤0.01% | 427 |
|
|
2022
Q2 | $19K | Buy |
904
+329
| +57% | +$6.92K | ﹤0.01% | 425 |
|
|
2022
Q1 | $15K | Hold |
575
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $14K | Buy |
+575
| New | +$14K | ﹤0.01% | 298 |
|