Financial Architects (New Jersey)’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-500
| Closed | -$7K | – | 282 |
|
|
2020
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 680 |
|
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 669 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 735 |
|
|
2019
Q2 | $8K | Sell |
500
-993
| -67% | -$15.9K | ﹤0.01% | 808 |
|
|
2019
Q1 | $27K | Buy |
+1,493
| New | +$27K | ﹤0.01% | 699 |
|
|
2018
Q3 | – | Sell |
-143
| Closed | -$2K | – | 1261 |
|
|
2018
Q2 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 1197 |
|
|
2017
Q3 | – | Sell |
-251
| Closed | -$3K | – | 1376 |
|
|
2017
Q2 | $3K | Sell |
251
-315
| -56% | -$3.77K | ﹤0.01% | 1253 |
|
|
2017
Q1 | $6K | Buy |
+566
| New | +$6K | ﹤0.01% | 1136 |
|
|
2016
Q4 | – | Sell |
-210
| Closed | -$3K | – | 1353 |
|
|
2016
Q3 | $3K | Sell |
210
-1,590
| -88% | -$22.7K | ﹤0.01% | 1197 |
|
|
2016
Q2 | $22K | Buy |
1,800
+685
| +61% | +$8.37K | 0.01% | 744 |
|
|
2016
Q1 | $13K | Buy |
+1,115
| New | +$13K | ﹤0.01% | 667 |
|
|
2015
Q3 | – | Sell |
-649
| Closed | -$9K | – | 217 |
|
|
2015
Q2 | $9K | Buy |
+649
| New | +$9K | ﹤0.01% | 790 |
|
|
2015
Q1 | – | Sell |
-176
| Closed | -$2K | – | 907 |
|
|
2014
Q4 | $2K | Buy |
+176
| New | +$2K | ﹤0.01% | 897 |
|