GYL Financial Synergies’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,767
| Closed | -$498K | – | 366 |
|
|
2024
Q1 | $498K | Buy |
27,767
+1,218
| +5% | +$21.8K | 0.04% | 243 |
|
|
2023
Q4 | $511K | Buy |
26,549
+42
| +0.2% | +$809 | 0.04% | 238 |
|
|
2023
Q3 | $403K | Sell |
26,507
-1,013
| -4% | -$15.4K | 0.04% | 252 |
|
|
2023
Q2 | $570K | Sell |
27,520
-62
| -0.2% | -$1.29K | 0.05% | 225 |
|
|
2023
Q1 | $664K | Buy |
27,582
+14,489
| +111% | +$349K | 0.08% | 164 |
|
|
2022
Q4 | $377K | Buy |
13,093
+1,641
| +14% | +$47.2K | 0.08% | 155 |
|
|
2022
Q3 | $259K | Buy |
11,452
+39
| +0.3% | +$882 | 0.07% | 165 |
|
|
2022
Q2 | $240K | Sell |
11,413
-1,276
| -10% | -$26.8K | 0.07% | 165 |
|
|
2022
Q1 | $326K | Buy |
+12,689
| New | +$326K | 0.08% | 150 |
|