Evoke Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-65
| Closed | -$1K | – | 372 |
|
|
2022
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q2 | $1K | Buy |
65
+9
| +16% | +$138 | ﹤0.01% | 1096 |
|
|
2022
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q2 | $1K | Sell |
56
-12
| -18% | -$214 | ﹤0.01% | 1094 |
|
|
2021
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 998 |
|
|
2020
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 861 |
|
|
2020
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 896 |
|
|
2020
Q2 | $1K | Sell |
68
-428
| -86% | -$6.29K | ﹤0.01% | 935 |
|
|
2020
Q1 | $6.75K | Sell |
496
-249
| -33% | -$3.39K | ﹤0.01% | 561 |
|
|
2019
Q4 | $14.8K | Hold |
745
| – | – | ﹤0.01% | 658 |
|
|
2019
Q3 | $12.2K | Buy |
+745
| New | +$12.2K | ﹤0.01% | 778 |
|