DIM
Delta Investment Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
+158,581
| New | +$1.67M | 0.32% | 61 |
|
|
2023
Q4 | – | Sell |
-13,878
| Closed | -$211K | – | 201 |
|
|
2023
Q3 | $211K | Buy |
13,878
+1,852
| +15% | +$28.2K | 0.06% | 165 |
|
|
2023
Q2 | $249K | Sell |
12,026
-332
| -3% | -$6.88K | 0.07% | 162 |
|
|
2023
Q1 | $298K | Sell |
12,358
-1,405
| -10% | -$33.8K | 0.09% | 135 |
|
|
2022
Q4 | $396K | Buy |
13,763
+870
| +7% | +$25K | 0.13% | 107 |
|
|
2022
Q3 | $291K | Buy |
+12,893
| New | +$291K | 0.13% | 121 |
|
|
2019
Q2 | – | Sell |
-131,126
| Closed | -$2.37M | – | 118 |
|
|
2019
Q1 | $2.37M | Buy |
+131,126
| New | +$2.37M | 2.07% | 18 |
|