FormulaFolio Investments’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,054
| Closed | -$254K | – | 318 |
|
|
2019
Q1 | $254K | Sell |
14,054
-34,767
| -71% | -$628K | 0.01% | 287 |
|
|
2018
Q4 | $683K | Hold |
48,821
| – | – | 0.03% | 181 |
|
|
2018
Q3 | $683K | Buy |
+48,821
| New | +$683K | 0.03% | 181 |
|
|
2018
Q1 | – | Sell |
-83,118
| Closed | -$900K | – | 269 |
|
|
2017
Q4 | $900K | Buy |
+83,118
| New | +$900K | 0.06% | 106 |
|
|
2017
Q3 | – | Sell |
-66,370
| Closed | -$737K | – | 219 |
|
|
2017
Q2 | $737K | Buy |
66,370
+1,079
| +2% | +$12K | 0.07% | 91 |
|
|
2017
Q1 | $730K | Buy |
65,291
+5,601
| +9% | +$62.6K | 0.08% | 83 |
|
|
2016
Q4 | $694K | Buy |
+59,690
| New | +$694K | 0.09% | 71 |
|