CI
CX Institutional’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
11,484
+982
| +9% | +$10.3K | ﹤0.01% | 735 |
|
|
2025
Q1 | $130K | Buy |
+10,502
| New | +$130K | ﹤0.01% | 698 |
|
|
2024
Q3 | – | Sell |
-137,557
| Closed | -$2.42M | – | 552 |
|
|
2024
Q2 | $2.42M | Buy |
137,557
+2,877
| +2% | +$50.5K | 0.11% | 189 |
|
|
2024
Q1 | $2.41M | Buy |
134,680
+131,067
| +3,628% | +$2.35M | 0.12% | 184 |
|
|
2023
Q4 | $69.6K | Buy |
+3,613
| New | +$69.6K | ﹤0.01% | 517 |
|
|
2022
Q3 | – | Sell |
-1,221
| Closed | -$26K | – | 464 |
|
|
2022
Q2 | $26K | Buy |
+1,221
| New | +$26K | ﹤0.01% | 789 |
|
|
2021
Q4 | – | Sell |
-1,246
| Closed | -$28K | – | 344 |
|
|
2021
Q3 | $28K | Sell |
1,246
-27
| -2% | -$607 | ﹤0.01% | 682 |
|
|
2021
Q2 | $33K | Buy |
1,273
+151
| +13% | +$3.91K | ﹤0.01% | 642 |
|
|
2021
Q1 | $30K | Buy |
1,122
+160
| +17% | +$4.28K | ﹤0.01% | 593 |
|
|
2020
Q4 | $23K | Buy |
962
+107
| +13% | +$2.56K | ﹤0.01% | 583 |
|
|
2020
Q3 | $15K | Buy |
855
+313
| +58% | +$5.49K | ﹤0.01% | 602 |
|
|
2020
Q2 | $8K | Buy |
542
+439
| +426% | +$6.48K | ﹤0.01% | 586 |
|
|
2020
Q1 | $1K | Sell |
103
-132
| -56% | -$1.28K | ﹤0.01% | 707 |
|
|
2019
Q4 | $5K | Buy |
235
+32
| +16% | +$681 | ﹤0.01% | 533 |
|
|
2019
Q3 | $3K | Sell |
203
-365
| -64% | -$5.39K | ﹤0.01% | 653 |
|
|
2019
Q2 | $10K | Buy |
568
+411
| +262% | +$7.24K | ﹤0.01% | 483 |
|
|
2019
Q1 | $3K | Buy |
+157
| New | +$3K | ﹤0.01% | 610 |
|