IEQ Capital’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 |
-67,833
| Closed | -$1.36M | – | 1328 |
|
2024
Q3 | $1.36M | Buy |
67,833
+4,259
| +7% | +$85.4K | 0.02% | 459 |
|
2024
Q2 | $1.12M | Buy |
63,574
+12,066
| +23% | +$212K | 0.02% | 453 |
|
2024
Q1 | $924K | Buy |
51,508
+17,462
| +51% | +$313K | 0.01% | 479 |
|
2023
Q4 | $655K | Buy |
34,046
+15,011
| +79% | +$289K | 0.01% | 510 |
|
2023
Q3 | $289K | Buy |
19,035
+5,606
| +42% | +$85.2K | 0.01% | 731 |
|
2023
Q2 | $278K | Sell |
13,429
-14,660
| -52% | -$304K | 0.01% | 705 |
|
2023
Q1 | $676K | Buy |
28,089
+2,645
| +10% | +$63.7K | 0.02% | 484 |
|
2022
Q4 | $732K | Buy |
25,444
+11,872
| +87% | +$341K | 0.02% | 422 |
|
2022
Q3 | $307K | Buy |
+13,572
| New | +$307K | 0.01% | 660 |
|