GW & Wade’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,837
| Closed | -$372K | – | 355 |
|
|
2020
Q4 | $372K | Sell |
15,837
-2,490
| -14% | -$58.5K | 0.02% | 223 |
|
|
2020
Q3 | $332K | Buy |
18,327
+135
| +0.7% | +$2.45K | 0.03% | 187 |
|
|
2020
Q2 | $264K | Buy |
18,192
+200
| +1% | +$2.9K | 0.02% | 207 |
|
|
2020
Q1 | $245K | Buy |
17,992
+5,303
| +42% | +$72.2K | 0.02% | 189 |
|
|
2019
Q4 | $253K | Buy |
+12,689
| New | +$253K | 0.02% | 210 |
|