Gideon Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,317
| Closed | -$178K | – | 357 |
|
|
2018
Q4 | $178K | Sell |
12,317
-24
| -0.2% | -$347 | 0.07% | 354 |
|
|
2018
Q3 | $173K | Buy |
12,341
+1,762
| +17% | +$24.7K | 0.08% | 328 |
|
|
2018
Q2 | $142K | Buy |
+10,579
| New | +$142K | 0.07% | 349 |
|
|
2017
Q4 | – | Sell |
-30,564
| Closed | -$337K | – | 287 |
|
|
2017
Q3 | $337K | Sell |
30,564
-19,514
| -39% | -$215K | 0.33% | 109 |
|
|
2017
Q2 | $556K | Sell |
50,078
-8,970
| -15% | -$99.6K | 0.61% | 32 |
|
|
2017
Q1 | $660K | Buy |
59,048
+28,656
| +94% | +$320K | 0.39% | 52 |
|
|
2016
Q4 | $354K | Buy |
+30,392
| New | +$354K | 0.23% | 195 |
|