Gradient Investments’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-283
| Closed | -$4.97K | – | 316 |
|
|
2024
Q2 | $4.97K | Buy |
+283
| New | +$4.97K | ﹤0.01% | 864 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$135 | – | 1246 |
|
|
2023
Q4 | $135 | Buy |
+7
| New | +$135 | ﹤0.01% | 1727 |
|
|
2023
Q3 | – | Sell |
-53
| Closed | -$1.1K | – | 1809 |
|
|
2023
Q2 | $1.1K | Buy |
53
+33
| +165% | +$684 | ﹤0.01% | 1333 |
|
|
2023
Q1 | $482 | Sell |
20
-17
| -46% | -$410 | ﹤0.01% | 1287 |
|
|
2022
Q4 | $1.06K | Buy |
37
+17
| +85% | +$489 | ﹤0.01% | 1184 |
|
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1077 |
|
|
2021
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1127 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$1K | – | 240 |
|
|
2017
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 710 |
|
|
2013
Q3 | – | Sell |
-43
| Closed | -$1K | – | 488 |
|
|
2013
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 384 |
|