International Assets Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59,068
| Closed | -$734K | – | 845 |
|
|
2025
Q1 | $734K | Buy |
59,068
+34,178
| +137% | +$424K | 0.06% | 306 |
|
|
2024
Q4 | $325K | Sell |
24,890
-114,828
| -82% | -$1.5M | 0.03% | 546 |
|
|
2024
Q3 | $6.97K | Buy |
+139,718
| New | +$6.97K | 0.02% | 496 |
|
|
2023
Q1 | – | Sell |
-7,297
| Closed | -$210K | – | 1139 |
|
|
2022
Q4 | $210K | Buy |
+7,297
| New | +$210K | 0.02% | 607 |
|
|
2021
Q2 | – | Sell |
-656
| Closed | -$15K | – | 527 |
|
|
2021
Q1 | $15K | Hold |
656
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q4 | $15K | Buy |
+656
| New | +$15K | ﹤0.01% | 1269 |
|