Fortitude Advisory Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,591
| Closed | -$212K | – | 204 |
|
|
2024
Q3 | $212K | Buy |
10,591
+340
| +3% | +$6.82K | 0.13% | 179 |
|
|
2024
Q2 | $180K | Sell |
10,251
-411
| -4% | -$7.22K | 0.11% | 183 |
|
|
2024
Q1 | $191K | Sell |
10,662
-5,105
| -32% | -$91.5K | 0.11% | 196 |
|
|
2023
Q4 | $304K | Buy |
15,767
+4,185
| +36% | +$80.6K | 0.18% | 127 |
|
|
2023
Q3 | $176K | Buy |
11,582
+417
| +4% | +$6.34K | 0.12% | 186 |
|
|
2023
Q2 | $231K | Sell |
11,165
-155
| -1% | -$3.21K | 0.17% | 158 |
|
|
2023
Q1 | $273K | Buy |
11,320
+1,481
| +15% | +$35.7K | 0.21% | 126 |
|
|
2022
Q4 | $283K | Buy |
9,839
+2
| +0% | +$58 | 0.24% | 118 |
|
|
2022
Q3 | $222K | Sell |
9,837
-22
| -0.2% | -$496 | 0.21% | 143 |
|
|
2022
Q2 | $207K | Buy |
9,859
+68
| +0.7% | +$1.43K | 0.19% | 161 |
|
|
2022
Q1 | $251K | Buy |
9,791
+638
| +7% | +$16.4K | 0.13% | 155 |
|
|
2021
Q4 | $222K | Buy |
+9,153
| New | +$222K | 0.11% | 177 |
|