Institutional & Family Asset Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $20.4K | Buy |
1,162
+149
| +15% | +$2.62K | ﹤0.01% | 335 |
|
|
2024
Q1 | $18.2K | Buy |
1,013
+263
| +35% | +$4.72K | ﹤0.01% | 337 |
|
|
2023
Q4 | $14.4K | Buy |
750
+68
| +10% | +$1.31K | ﹤0.01% | 346 |
|
|
2023
Q3 | $10.4K | Hold |
682
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $14.1K | Sell |
682
-236
| -26% | -$4.89K | ﹤0.01% | 348 |
|
|
2023
Q1 | $22.1K | Sell |
918
-37
| -4% | -$891 | ﹤0.01% | 296 |
|
|
2022
Q4 | $27.5K | Sell |
955
-11
| -1% | -$316 | ﹤0.01% | 271 |
|
|
2022
Q3 | $22K | Sell |
966
-17
| -2% | -$387 | ﹤0.01% | 296 |
|
|
2022
Q2 | $21K | Buy |
983
+99
| +11% | +$2.12K | ﹤0.01% | 304 |
|
|
2022
Q1 | $23K | Sell |
884
-8
| -0.9% | -$208 | ﹤0.01% | 334 |
|
|
2021
Q4 | $22K | Hold |
892
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $20K | Sell |
892
-14
| -2% | -$314 | ﹤0.01% | 446 |
|
|
2021
Q2 | $24K | Hold |
906
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $24K | Sell |
906
-75
| -8% | -$1.99K | ﹤0.01% | 465 |
|
|
2020
Q4 | $23K | Sell |
981
-2,339
| -70% | -$54.8K | ﹤0.01% | 419 |
|
|
2020
Q3 | $60K | Sell |
3,320
-325
| -9% | -$5.87K | 0.01% | 261 |
|
|
2020
Q2 | $53K | Sell |
3,645
-1,537
| -30% | -$22.3K | 0.01% | 294 |
|
|
2020
Q1 | $70K | Buy |
5,182
+328
| +7% | +$4.43K | 0.02% | 243 |
|
|
2019
Q4 | $97K | Sell |
4,854
-188
| -4% | -$3.76K | 0.02% | 235 |
|
|
2019
Q3 | $82K | Sell |
5,042
-892
| -15% | -$14.5K | 0.02% | 240 |
|
|
2019
Q2 | $99K | Buy |
5,934
+2,194
| +59% | +$36.6K | 0.02% | 223 |
|
|
2019
Q1 | $68K | Sell |
3,740
-1,882
| -33% | -$34.2K | 0.01% | 287 |
|
|
2018
Q4 | $81K | Sell |
5,622
-108
| -2% | -$1.56K | 0.02% | 260 |
|
|
2018
Q3 | $80K | Sell |
5,730
-133
| -2% | -$1.86K | 0.02% | 298 |
|
|
2018
Q2 | $79K | Sell |
5,863
-401
| -6% | -$5.4K | 0.02% | 305 |
|
|
2018
Q1 | $71K | Buy |
+6,264
| New | +$71K | 0.02% | 288 |
|