Endurance Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45K | Hold |
2,162
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $521K | Hold |
2,162
| – | – | 0.07% | 124 |
|
|
2022
Q4 | $62K | Hold |
2,162
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $49K | Hold |
2,162
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $45K | Hold |
2,162
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $56K | Hold |
2,162
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $53K | Hold |
2,162
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $49K | Hold |
2,162
| – | – | 0.01% | 357 |
|
|
2021
Q2 | $56K | Hold |
2,162
| – | – | 0.01% | 347 |
|
|
2021
Q1 | $58K | Hold |
2,162
| – | – | 0.01% | 346 |
|
|
2020
Q4 | $51K | Hold |
2,162
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $39K | Hold |
2,162
| – | – | 0.01% | 333 |
|
|
2020
Q2 | $31K | Hold |
2,162
| – | – | 0.01% | 355 |
|
|
2020
Q1 | $29K | Hold |
2,162
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $43K | Hold |
2,162
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $35K | Buy |
+2,162
| New | +$35K | 0.01% | 310 |
|
|
2016
Q1 | – | Sell |
-450
| Closed | -$4K | – | 501 |
|
|
2015
Q4 | $4K | Hold |
450
| – | – | ﹤0.01% | 461 |
|
|
2015
Q3 | $5K | Hold |
450
| – | – | ﹤0.01% | 447 |
|
|
2015
Q2 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 435 |
|