Freestone Capital Holdings’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,703
| Closed | -$87K | – | 404 |
|
|
2020
Q4 | $87K | Buy |
3,703
+830
| +29% | +$19.5K | 0.01% | 456 |
|
|
2020
Q3 | $52K | Buy |
+2,873
| New | +$52K | ﹤0.01% | 486 |
|
|
2014
Q3 | – | Sell |
-17,939
| Closed | -$279K | – | 132 |
|
|
2014
Q2 | $279K | Buy |
17,939
+1,564
| +10% | +$24.3K | 0.04% | 168 |
|
|
2014
Q1 | $234K | Sell |
16,375
-946
| -5% | -$13.5K | 0.04% | 171 |
|
|
2013
Q4 | $251K | Sell |
17,321
-164,585
| -90% | -$2.39M | 0.04% | 241 |
|
|
2013
Q3 | $2M | Buy |
+181,906
| New | +$2M | 0.36% | 48 |
|