DFPG Investments’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $691K | Buy |
36,494
+3,265
| +10% | +$61.8K | 0.05% | 316 |
|
|
2023
Q3 | $519K | Buy |
33,229
+12,689
| +62% | +$198K | 0.05% | 342 |
|
|
2023
Q2 | $454K | Buy |
20,540
+1,938
| +10% | +$42.8K | 0.04% | 398 |
|
|
2023
Q1 | $448K | Buy |
18,602
+1,054
| +6% | +$25.4K | 0.05% | 357 |
|
|
2022
Q4 | $487K | Buy |
+17,548
| New | +$487K | 0.08% | 259 |
|