Gladstone Institutional Advisory’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 |
-13,781
| Closed | -$332K | – | 632 |
|
|
2023
Q1 | $332K | Sell |
13,781
-1,919
| -12% | -$46.2K | 0.02% | 494 |
|
|
2022
Q4 | $452K | Sell |
15,700
-826
| -5% | -$23.8K | 0.03% | 422 |
|
|
2022
Q3 | $373K | Buy |
16,526
+6,372
| +63% | +$144K | 0.03% | 445 |
|
|
2022
Q2 | $213K | Buy |
+10,154
| New | +$213K | 0.02% | 596 |
|
|
2021
Q3 | – | Sell |
-14,288
| Closed | -$372K | – | 545 |
|
|
2021
Q2 | $372K | Buy |
+14,288
| New | +$372K | 0.04% | 353 |
|