Fortem Financial Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35,991
| Closed | -$867K | – | 158 |
|
|
2023
Q1 | $867K | Sell |
35,991
-47,746
| -57% | -$1.15M | 0.56% | 61 |
|
|
2022
Q4 | $2.41M | Buy |
83,737
+4,567
| +6% | +$131K | 1.41% | 17 |
|
|
2022
Q3 | $1.79M | Buy |
+79,170
| New | +$1.79M | 1.24% | 18 |
|
|
2021
Q1 | – | Sell |
-1,079
| Closed | -$25K | – | 170 |
|
|
2020
Q4 | $25K | Sell |
1,079
-80,151
| -99% | -$1.86M | 0.02% | 296 |
|
|
2020
Q3 | $1.47M | Buy |
+81,230
| New | +$1.47M | 1.06% | 29 |
|