First Personal Financial Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $482 | Buy |
+24
| New | +$482 | ﹤0.01% | 401 |
|
|
2024
Q1 | – | Sell |
-458
| Closed | -$8.82K | – | 364 |
|
|
2023
Q4 | $8.82K | Hold |
458
| – | – | ﹤0.01% | 311 |
|
|
2023
Q3 | $6.96K | Sell |
458
-240
| -34% | -$3.65K | ﹤0.01% | 326 |
|
|
2023
Q2 | $14.5K | Hold |
698
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $16.8K | Hold |
698
| – | – | ﹤0.01% | 296 |
|
|
2022
Q4 | $20.1K | Sell |
698
-267
| -28% | -$7.68K | 0.01% | 288 |
|
|
2022
Q3 | $22K | Buy |
+965
| New | +$22K | 0.01% | 280 |
|
|
2017
Q3 | – | Sell |
-490
| Closed | -$5K | – | 824 |
|
|
2017
Q2 | $5K | Buy |
490
+290
| +145% | +$2.96K | ﹤0.01% | 788 |
|
|
2017
Q1 | $2K | Sell |
200
-230
| -53% | -$2.3K | ﹤0.01% | 843 |
|
|
2016
Q4 | $5K | Buy |
430
+420
| +4,200% | +$4.88K | ﹤0.01% | 818 |
|
|
2016
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 796 |
|
|
2015
Q2 | – | Sell |
-186
| Closed | -$3K | – | 469 |
|
|
2015
Q1 | $3K | Hold |
186
| – | – | ﹤0.01% | 367 |
|
|
2014
Q4 | $2K | Buy |
+186
| New | +$2K | ﹤0.01% | 351 |
|