Independent Advisor Alliance’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,254
| Closed | -$423K | – | 420 |
|
|
2019
Q4 | $423K | Buy |
21,254
+87
| +0.4% | +$1.73K | 0.02% | 570 |
|
|
2019
Q3 | $346K | Sell |
21,167
-30,263
| -59% | -$495K | 0.04% | 305 |
|
|
2019
Q2 | $862K | Buy |
51,430
+13,909
| +37% | +$233K | 0.12% | 159 |
|
|
2019
Q1 | $678K | Buy |
37,521
+1,979
| +6% | +$35.8K | 0.1% | 188 |
|
|
2018
Q4 | $514K | Sell |
35,542
-933
| -3% | -$13.5K | 0.09% | 190 |
|
|
2018
Q3 | $512K | Buy |
+36,475
| New | +$512K | 0.09% | 179 |
|