Disciplined Investments’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-958
| Closed | -$19.9K | – | 140 |
|
|
2023
Q2 | $19.9K | Sell |
958
-3
| -0.3% | -$62 | 0.01% | 284 |
|
|
2023
Q1 | $23.1K | Sell |
961
-12
| -1% | -$289 | 0.01% | 299 |
|
|
2022
Q4 | $28K | Sell |
973
-3
| -0.3% | -$86 | 0.01% | 253 |
|
|
2022
Q3 | $22K | Buy |
976
+31
| +3% | +$699 | 0.01% | 300 |
|
|
2022
Q2 | $20K | Sell |
945
-11
| -1% | -$233 | 0.01% | 314 |
|
|
2022
Q1 | $25K | Buy |
956
+56
| +6% | +$1.46K | 0.01% | 301 |
|
|
2021
Q4 | $22K | Hold |
900
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $21K | Hold |
900
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $23K | Buy |
+900
| New | +$23K | 0.01% | 252 |
|