HM Payson & Co’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-97
| Closed | -$1.95K | – | 1034 |
|
|
2024
Q3 | $1.95K | Buy |
+97
| New | +$1.95K | ﹤0.01% | 971 |
|
|
2023
Q1 | – | Sell |
-121
| Closed | -$3.48K | – | 1023 |
|
|
2022
Q4 | $3.48K | Buy |
121
+61
| +102% | +$1.75K | ﹤0.01% | 828 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 936 |
|
|
2022
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 983 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 961 |
|
|
2021
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 976 |
|
|
2021
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1027 |
|