H
HoyleCohen’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.2M | Buy |
68,456
+2,809
| +4% | +$49.4K | 0.09% | 133 |
|
|
2024
Q1 | $1.18M | Sell |
65,647
-1,539
| -2% | -$27.6K | 0.09% | 138 |
|
|
2023
Q4 | $1.29M | Sell |
67,186
-3,327
| -5% | -$64K | 0.11% | 135 |
|
|
2023
Q3 | $1.07M | Sell |
70,513
-2,868
| -4% | -$43.6K | 0.1% | 133 |
|
|
2023
Q2 | $1.52M | Sell |
73,381
-11,252
| -13% | -$233K | 0.13% | 124 |
|
|
2023
Q1 | $2.04M | Sell |
84,633
-1,545
| -2% | -$37.2K | 0.19% | 108 |
|
|
2022
Q4 | $2.48M | Sell |
86,178
-4,670
| -5% | -$134K | 0.25% | 91 |
|
|
2022
Q3 | $2.05M | Sell |
90,848
-5,406
| -6% | -$122K | 0.22% | 94 |
|
|
2022
Q2 | $2.02M | Sell |
96,254
-3,238
| -3% | -$68K | 0.21% | 100 |
|
|
2022
Q1 | $2.56M | Sell |
99,492
-7,405
| -7% | -$191K | 0.22% | 99 |
|
|
2021
Q4 | $2.6M | Buy |
106,897
+1,829
| +2% | +$44.5K | 0.22% | 99 |
|
|
2021
Q3 | $2.4M | Buy |
105,068
+701
| +0.7% | +$16K | 0.23% | 100 |
|
|
2021
Q2 | $2.72K | Sell |
104,367
-305
| -0.3% | -$8 | 0.21% | 97 |
|
|
2021
Q1 | $2.81M | Sell |
104,672
-1,776
| -2% | -$47.6K | 0.29% | 89 |
|
|
2020
Q4 | $2.5M | Buy |
106,448
+686
| +0.6% | +$16.1K | 0.29% | 89 |
|
|
2020
Q3 | $1.92M | Buy |
+105,762
| New | +$1.92M | 0.28% | 81 |
|