Ironwood Investment Management’s AES AES Stock Holding History

Ironwood Investment Management’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$182K	Sell	17,253 -75	-0.4%	-$789	0.09%	150
2025 Q1	$215K	Hold	17,328	–	–	0.12%	138
2024 Q4	$223K	Sell	17,328 -144	-0.8%	-$1.85K	0.11%	143
2024 Q3	$350K	Sell	17,472 -600	-3%	-$12K	0.17%	126
2024 Q2	$318K	Hold	18,072	–	–	0.17%	125
2024 Q1	$324K	Sell	18,072 -1,500	-8%	-$26.9K	0.16%	132
2023 Q4	$377K	Hold	19,572	–	–	0.2%	114
2023 Q3	$297K	Hold	19,572	–	–	0.18%	123
2023 Q2	$406K	Hold	19,572	–	–	0.23%	108
2023 Q1	$471K	Sell	19,572 -1,875	-9%	-$45.2K	0.29%	99
2022 Q4	$617K	Sell	21,447 -800	-4%	-$23K	0.41%	78
2022 Q3	$503K	Sell	22,247 -800	-3%	-$18.1K	0.35%	96
2022 Q2	$484K	Hold	23,047	–	–	0.32%	100
2022 Q1	$593K	Sell	23,047 -615	-3%	-$15.8K	0.32%	104
2021 Q4	$575K	Hold	23,662	–	–	0.28%	112
2021 Q3	$540K	Hold	23,662	–	–	0.28%	112
2021 Q2	$617K	Hold	23,662	–	–	0.31%	110
2021 Q1	$634K	Hold	23,662	–	–	0.34%	102
2020 Q4	$556K	Hold	23,662	–	–	0.33%	104
2020 Q3	$429K	Hold	23,662	–	–	0.31%	111
2020 Q2	$343K	Sell	23,662 -145	-0.6%	-$2.1K	0.27%	118
2020 Q1	$324K	Hold	23,807	–	–	0.32%	110
2019 Q4	$474K	Sell	23,807 -68	-0.3%	-$1.35K	0.33%	106
2019 Q3	$390K	Hold	23,875	–	–	0.29%	113
2019 Q2	$400K	Hold	23,875	–	–	0.31%	109
2019 Q1	$432K	Hold	23,875	–	–	0.35%	105
2018 Q4	$345K	Buy	23,875 +273	+1%	+$3.95K	0.32%	116
2018 Q3	$330K	Hold	23,602	–	–	0.23%	132
2018 Q2	$317K	Hold	23,602	–	–	0.22%	132
2018 Q1	$268K	Sell	23,602 -100	-0.4%	-$1.14K	0.2%	137
2017 Q4	$257K	Buy	23,702 +215	+0.9%	+$2.33K	0.18%	142
2017 Q3	$259K	Sell	23,487 -215	-0.9%	-$2.37K	0.18%	142
2017 Q2	$263K	Sell	23,702 -411	-2%	-$4.56K	0.19%	147
2017 Q1	$270K	Hold	24,113	–	–	0.2%	147
2016 Q4	$280K	Hold	24,113	–	–	0.2%	143
2016 Q3	$310K	Hold	24,113	–	–	0.24%	134
2016 Q2	$301K	Sell	24,113 -100	-0.4%	-$1.25K	0.23%	131
2016 Q1	$286K	Hold	24,213	–	–	0.19%	133
2015 Q4	$232K	Hold	24,213	–	–	0.1%	142
2015 Q3	$237K	Hold	24,213	–	–	0.09%	143
2015 Q2	$321K	Sell	24,213 -800	-3%	-$10.6K	0.07%	135
2015 Q1	$321K	Sell	25,013 -97	-0.4%	-$1.25K	0.06%	144
2014 Q4	$346K	Hold	25,110	–	–	0.06%	142
2014 Q3	$356K	Sell	25,110 -190	-0.8%	-$2.69K	0.06%	137
2014 Q2	$393K	Buy	25,300 +215	+0.9%	+$3.34K	0.06%	143
2014 Q1	$358K	Hold	25,085	–	–	0.05%	140
2013 Q4	$364K	Sell	25,085 -400	-2%	-$5.8K	0.05%	142
2013 Q3	$339K	Hold	25,485	–	–	0.05%	139
2013 Q2	$306K	Buy	+25,485	New	+$306K	0.05%	143