Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$282K Buy
+20,000
New +$298K ﹤0.01% 5926
2018
Q1
Sell
-1,100
Closed -$12K 5868
2017
Q4
$12K Sell
1,100
-4,200
-79% -$45.4K ﹤0.01% 6177
2017
Q3
$58K Buy
5,300
+3,100
+141% +$34.6K ﹤0.01% 6217
2017
Q2
$24K Sell
2,200
-3,100
-58% -$35.6K ﹤0.01% 6518
2017
Q1
$59K Sell
5,300
-9,600
-64% -$110K ﹤0.01% 6246
2016
Q4
$173K Buy
14,900
+2,800
+23% +$32.9K ﹤0.01% 5858
2016
Q3
$155K Buy
12,100
+7,000
+137% +$87.2K ﹤0.01% 5984
2016
Q2
$64K Buy
5,100
+2,700
+113% +$30.4K ﹤0.01% 6322
2016
Q1
$28K Sell
2,400
-22,700
-90% -$226K ﹤0.01% 6633
2015
Q4
$240K Buy
25,100
+3,300
+15% +$33.1K ﹤0.01% 5552
2015
Q3
$213K Sell
21,800
-6,700
-24% -$80.9K ﹤0.01% 5962
2015
Q2
$378K Sell
28,500
-1,900
-6% -$25.5K ﹤0.01% 5489
2015
Q1
$391K Buy
30,400
+3,100
+11% +$38.8K ﹤0.01% 5376
2014
Q4
$376K Sell
27,300
-28,200
-51% -$385K ﹤0.01% 5556
2014
Q3
$787K Buy
55,500
+11,700
+27% +$174K ﹤0.01% 4854
2014
Q2
$681K Buy
43,800
+27,700
+172% +$398K ﹤0.01% 5049
2014
Q1
$230K Buy
16,100
+2,000
+14% +$28.2K ﹤0.01% 5962
2013
Q4
$205K Sell
14,100
-21,200
-60% -$302K ﹤0.01% 5943
2013
Q3
$469K Buy
35,300
+29,600
+519% +$380K ﹤0.01% 5200
2013
Q2
$68K Buy
+5,700
New +$72.4K ﹤0.01% 5984

Other funds holding AES