Glassman Wealth Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,928
| Closed | -$37.1K | – | 245 |
|
|
2023
Q4 | $37.1K | Buy |
1,928
+1,254
| +186% | +$24.1K | 0.01% | 529 |
|
|
2023
Q3 | $10.2K | Buy |
674
+317
| +89% | +$4.82K | ﹤0.01% | 846 |
|
|
2023
Q2 | $7.4K | Buy |
357
+20
| +6% | +$415 | ﹤0.01% | 884 |
|
|
2023
Q1 | $8.12K | Sell |
337
-17
| -5% | -$409 | ﹤0.01% | 871 |
|
|
2022
Q4 | $10.2K | Buy |
354
+17
| +5% | +$489 | ﹤0.01% | 820 |
|
|
2022
Q3 | $8K | Sell |
337
-17
| -5% | -$404 | ﹤0.01% | 850 |
|
|
2022
Q2 | $7K | Buy |
354
+134
| +61% | +$2.65K | ﹤0.01% | 890 |
|
|
2022
Q1 | $6K | Sell |
220
-80
| -27% | -$2.18K | ﹤0.01% | 945 |
|
|
2021
Q4 | $7K | Buy |
300
+94
| +46% | +$2.19K | ﹤0.01% | 885 |
|
|
2021
Q3 | $5K | Buy |
206
+27
| +15% | +$655 | ﹤0.01% | 945 |
|
|
2021
Q2 | $5K | Buy |
179
+15
| +9% | +$419 | ﹤0.01% | 894 |
|
|
2021
Q1 | $4K | Sell |
164
-2,132
| -93% | -$52K | ﹤0.01% | 900 |
|
|
2020
Q4 | $54K | Buy |
2,296
+9
| +0.4% | +$212 | 0.01% | 320 |
|
|
2020
Q3 | $41K | Buy |
2,287
+2,162
| +1,730% | +$38.8K | 0.01% | 329 |
|
|
2020
Q2 | $2K | Sell |
125
-26
| -17% | -$416 | ﹤0.01% | 813 |
|
|
2020
Q1 | $2K | Sell |
151
-41
| -21% | -$543 | ﹤0.01% | 662 |
|
|
2019
Q4 | $4K | Buy |
192
+31
| +19% | +$646 | ﹤0.01% | 599 |
|
|
2019
Q3 | $3K | Sell |
161
-21
| -12% | -$391 | ﹤0.01% | 598 |
|
|
2019
Q2 | $3K | Buy |
182
+8
| +5% | +$132 | ﹤0.01% | 618 |
|
|
2019
Q1 | $3K | Buy |
174
+154
| +770% | +$2.66K | ﹤0.01% | 606 |
|
|
2018
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 756 |
|
|
2018
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 799 |
|
|
2018
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 785 |
|
|
2018
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 723 |
|
|
2017
Q4 | – | Sell |
-38
| Closed | – | – | 654 |
|
|
2017
Q3 | $0 | Hold |
38
| – | – | ﹤0.01% | 537 |
|
|
2017
Q2 | $0 | Hold |
38
| – | – | ﹤0.01% | 529 |
|
|
2017
Q1 | $0 | Buy |
+38
| New | – | ﹤0.01% | 560 |
|
|
2016
Q4 | – | Sell |
-34
| Closed | – | – | 609 |
|
|
2016
Q3 | $0 | Buy |
+34
| New | – | ﹤0.01% | 465 |
|