CVA Family Office’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.2K | Sell |
399
-2,851
| -88% | -$30K | ﹤0.01% | 912 |
|
2025
Q1 | $40.4K | Buy |
3,250
+2,169
| +201% | +$26.9K | 0.01% | 553 |
|
2024
Q4 | $13.9K | Sell |
1,081
-2,708
| -71% | -$34.9K | ﹤0.01% | 737 |
|
2024
Q3 | $76K | Sell |
3,789
-506
| -12% | -$10.2K | 0.01% | 428 |
|
2024
Q2 | $75.5K | Buy |
4,295
+35
| +0.8% | +$615 | 0.01% | 409 |
|
2024
Q1 | $76.4K | Buy |
4,260
+475
| +13% | +$8.52K | 0.01% | 406 |
|
2023
Q4 | $72.9K | Buy |
+3,785
| New | +$72.9K | 0.01% | 393 |
|
2023
Q3 | – | Sell |
-105
| Closed | -$2.18K | – | 238 |
|
2023
Q2 | $2.18K | Sell |
105
-505
| -83% | -$10.5K | ﹤0.01% | 878 |
|
2023
Q1 | $14.7K | Buy |
610
+20
| +3% | +$482 | ﹤0.01% | 643 |
|
2022
Q4 | $17K | Buy |
590
+60
| +11% | +$1.73K | ﹤0.01% | 589 |
|
2022
Q3 | $12K | Buy |
+530
| New | +$12K | ﹤0.01% | 599 |
|
2021
Q3 | – | Sell |
-110
| Closed | -$3K | – | 366 |
|
2021
Q2 | $3K | Sell |
110
-95
| -46% | -$2.59K | ﹤0.01% | 817 |
|
2021
Q1 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 610 |
|