Financial Gravity Asset Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-266
| Closed | -$4.76K | – | 1432 |
|
|
2024
Q1 | $4.76K | Buy |
266
+232
| +682% | +$4.15K | ﹤0.01% | 867 |
|
|
2023
Q4 | $562 | Buy |
34
+17
| +100% | +$281 | ﹤0.01% | 1140 |
|
|
2023
Q3 | $246 | Sell |
17
-4
| -19% | -$58 | ﹤0.01% | 923 |
|
|
2023
Q2 | $12.3K | Sell |
21
-3
| -13% | -$1.75K | 0.03% | 258 |
|
|
2023
Q1 | $346 | Sell |
24
-5
| -17% | -$72 | 0.01% | 507 |
|
|
2022
Q4 | $14.9K | Sell |
29
-178
| -86% | -$91.2K | 0.08% | 158 |
|
|
2022
Q3 | $336 | Buy |
207
+18
| +10% | +$29 | 0.01% | 455 |
|
|
2022
Q2 | $313 | Sell |
189
-19
| -9% | -$31 | 0.01% | 459 |
|
|
2022
Q1 | $365 | Sell |
208
-8
| -4% | -$14 | 0.01% | 462 |
|
|
2021
Q4 | $305 | Buy |
216
+203
| +1,562% | +$287 | 0.01% | 571 |
|
|
2021
Q3 | $23K | Hold |
13
| – | – | 0.01% | 771 |
|
|
2021
Q2 | $26K | Sell |
13
-15
| -54% | -$30K | 0.01% | 749 |
|
|
2021
Q1 | $740 | Sell |
28
-11
| -28% | -$291 | 0.02% | 357 |
|
|
2020
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 366 |
|
|
2020
Q2 | – | Sell |
-442
| Closed | -$551 | – | 36 |
|
|
2020
Q1 | $551 | Sell |
442
-742
| -63% | -$925 | ﹤0.01% | 545 |
|
|
2019
Q4 | $39K | Sell |
1,184
-291
| -20% | -$9.59K | 0.03% | 751 |
|
|
2019
Q3 | $24K | Buy |
1,475
+1,018
| +223% | +$16.6K | 0.02% | 421 |
|
|
2019
Q2 | $8K | Buy |
457
+93
| +26% | +$1.63K | 0.01% | 627 |
|
|
2019
Q1 | $7K | Buy |
+364
| New | +$7K | 0.01% | 616 |
|
|
2018
Q3 | $19K | Buy |
1,278
+113
| +10% | +$1.68K | 0.02% | 475 |
|
|
2018
Q2 | $16K | Buy |
1,165
+31
| +3% | +$426 | 0.02% | 497 |
|
|
2018
Q1 | $14K | Buy |
+1,134
| New | +$14K | 0.01% | 538 |
|