Inspire Advisors’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 |
-28,250
| Closed | -$507K | – | 381 |
|
|
2024
Q1 | $507K | Buy |
28,250
+1,614
| +6% | +$28.9K | 0.07% | 208 |
|
|
2023
Q4 | $513K | Buy |
26,636
+11,234
| +73% | +$216K | 0.08% | 172 |
|
|
2023
Q3 | $234K | Buy |
15,402
+2,654
| +21% | +$40.3K | 0.04% | 237 |
|
|
2023
Q2 | $264K | Buy |
12,748
+2,596
| +26% | +$53.8K | 0.05% | 190 |
|
|
2023
Q1 | $244K | Buy |
10,152
+1,166
| +13% | +$28.1K | 0.06% | 163 |
|
|
2022
Q4 | $258K | Sell |
8,986
-2,982
| -25% | -$85.8K | 0.07% | 119 |
|
|
2022
Q3 | $270K | Buy |
+11,968
| New | +$270K | 0.07% | 74 |
|
|
2021
Q1 | – | Sell |
-1,818
| Closed | -$43K | – | 95 |
|
|
2020
Q4 | $43K | Buy |
+1,818
| New | +$43K | 0.02% | 245 |
|