Financial Consulate’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,825
| Closed | -$134K | – | 119 |
|
|
2018
Q1 | $134K | Sell |
11,825
-880
| -7% | -$9.97K | 0.07% | 112 |
|
|
2017
Q4 | $138K | Hold |
12,705
| – | – | 0.07% | 101 |
|
|
2017
Q3 | $140K | Buy |
12,705
+1,280
| +11% | +$14.1K | 0.08% | 93 |
|
|
2017
Q2 | $127K | Hold |
11,425
| – | – | 0.07% | 86 |
|
|
2017
Q1 | $128K | Hold |
11,425
| – | – | 0.08% | 84 |
|
|
2016
Q4 | $133K | Hold |
11,425
| – | – | 0.1% | 74 |
|
|
2016
Q3 | $147K | Buy |
+11,425
| New | +$147K | 0.13% | 66 |
|