IRON Financial’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,973
| Closed | -$201K | – | 99 |
|
2022
Q4 | $201K | Buy |
+6,973
| New | +$201K | 0.12% | 90 |
|
2022
Q3 | – | Sell |
-17,202
| Closed | -$361K | – | 94 |
|
2022
Q2 | $361K | Buy |
17,202
+473
| +3% | +$9.93K | 0.19% | 70 |
|
2022
Q1 | $430K | Buy |
+16,729
| New | +$430K | 0.2% | 68 |
|