J.P. Morgan Private Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.31M | Sell |
86,006
-92,377
| -52% | -$1.4M | ﹤0.01% | 887 |
|
|
2023
Q2 | $3.7M | Sell |
178,383
-91,624
| -34% | -$1.9M | 0.02% | 391 |
|
|
2023
Q1 | $6.5M | Sell |
270,007
-22,245
| -8% | -$536K | 0.01% | 531 |
|
|
2022
Q4 | $8.41M | Buy |
292,252
+119,356
| +69% | +$3.43M | 0.02% | 462 |
|
|
2022
Q3 | $3.91M | Buy |
172,896
+57,337
| +50% | +$1.3M | 0.01% | 625 |
|
|
2022
Q2 | $2.43M | Sell |
115,559
-74,275
| -39% | -$1.56M | 0.01% | 780 |
|
|
2022
Q1 | $4.88M | Buy |
189,834
+11,360
| +6% | +$292K | 0.01% | 621 |
|
|
2021
Q4 | $4.34M | Sell |
178,474
-1,266
| -0.7% | -$30.8K | 0.01% | 649 |
|
|
2021
Q3 | $4.1M | Buy |
179,740
+23,139
| +15% | +$528K | 0.01% | 645 |
|
|
2021
Q2 | $4.08M | Buy |
156,601
+16,165
| +12% | +$421K | 0.01% | 644 |
|
|
2021
Q1 | $3.77M | Buy |
140,436
+19,288
| +16% | +$517K | 0.01% | 577 |
|
|
2020
Q4 | $2.85M | Buy |
+121,148
| New | +$2.85M | 0.01% | 622 |
|
|
2020
Q3 | – | Sell |
-15,482
| Closed | -$224K | – | 1596 |
|
|
2020
Q2 | $224K | Sell |
15,482
-812
| -5% | -$11.7K | ﹤0.01% | 1425 |
|
|
2020
Q1 | $222K | Sell |
16,294
-25,078
| -61% | -$342K | ﹤0.01% | 1253 |
|
|
2019
Q4 | $823K | Sell |
41,372
-4,024
| -9% | -$80K | ﹤0.01% | 870 |
|
|
2019
Q3 | $742K | Sell |
45,396
-17,123
| -27% | -$280K | ﹤0.01% | 865 |
|
|
2019
Q2 | $1.05M | Buy |
62,519
+3,613
| +6% | +$60.6K | 0.01% | 740 |
|
|
2019
Q1 | $1.07M | Sell |
58,906
-2,152
| -4% | -$38.9K | 0.01% | 779 |
|
|
2018
Q4 | $883K | Buy |
61,058
+26,143
| +75% | +$378K | 0.01% | 788 |
|
|
2018
Q3 | $489K | Buy |
34,915
+6,486
| +23% | +$90.8K | ﹤0.01% | 1080 |
|
|
2018
Q2 | $381K | Buy |
28,429
+9,831
| +53% | +$132K | ﹤0.01% | 1113 |
|
|
2018
Q1 | $212K | Buy |
+18,598
| New | +$212K | ﹤0.01% | 1170 |
|
|
2016
Q3 | – | Sell |
-21,254
| Closed | -$265K | – | 1226 |
|
|
2016
Q2 | $265K | Buy |
+21,254
| New | +$265K | ﹤0.01% | 1033 |
|