Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$79K Buy
+4,446
New +$74.3K 0.04% 513
2023
Q1
Sell
-501
Closed -$12.7K 3698
2022
Q4
$14K Sell
501
-5,499
-92% -$148K ﹤0.01% 2453
2022
Q3
$135K Buy
6,000
+2,485
+71% +$58.9K 0.02% 1191
2022
Q2
$73K Sell
3,515
-2,109
-38% -$46K 0.01% 1653
2022
Q1
$144K Buy
5,624
+5,017
+827% +$113K 0.01% 1421
2021
Q4
$14K Buy
+607
New +$14.8K ﹤0.01% 3390
2021
Q3
Sell
-1,904
Closed -$46.3K 5633
2021
Q2
$49K Sell
1,904
-1,457
-43% -$38.5K ﹤0.01% 2495
2021
Q1
$90K Sell
3,361
-2,298
-41% -$61.1K 0.01% 1857
2020
Q4
$132K Buy
+5,659
New +$118K 0.01% 1341
2018
Q1
Sell
-3,133
Closed -$34.1K 4351
2017
Q4
$33K Buy
+3,133
New +$33.9K ﹤0.01% 2172
2017
Q2
Sell
-82,388
Closed -$921K 6278
2017
Q1
$921K Buy
82,388
+81,733
+12,478% +$934K 0.05% 416
2016
Q4
$7K Hold
655
﹤0.01% 4550
2016
Q3
$8K Sell
655
-2
-0.3% -$25 ﹤0.01% 4409
2016
Q2
$8K Sell
657
-8,000
-92% -$90.1K ﹤0.01% 4375
2016
Q1
$102K Buy
8,657
+5,195
+150% +$51.7K 0.01% 1595
2015
Q4
$33K Buy
+3,462
New +$34.7K ﹤0.01% 2887

Other funds holding AES