Jacobi Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-225
| Closed | -$5K | – | 445 |
|
|
2021
Q3 | $5K | Hold |
225
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 1113 |
|
|
2021
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q4 | $5K | Hold |
225
| – | – | ﹤0.01% | 992 |
|
|
2020
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 968 |
|
|
2020
Q2 | $3K | Hold |
225
| – | – | ﹤0.01% | 977 |
|
|
2020
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 888 |
|
|
2019
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 867 |
|
|
2019
Q3 | $4K | Hold |
225
| – | – | ﹤0.01% | 854 |
|
|
2019
Q2 | $4K | Hold |
225
| – | – | ﹤0.01% | 853 |
|
|
2019
Q1 | $4K | Buy |
+225
| New | +$4K | ﹤0.01% | 813 |
|
|
2016
Q3 | – | Sell |
-275
| Closed | -$3K | – | 712 |
|
|
2016
Q2 | $3K | Buy |
+275
| New | +$3K | ﹤0.01% | 584 |
|