JNBA Financial Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-241
| Closed | -$5K | – | 749 |
|
|
2023
Q2 | $5K | Buy |
+241
| New | +$5K | ﹤0.01% | 532 |
|
|
2019
Q4 | – | Sell |
-107
| Closed | -$2K | – | 596 |
|
|
2019
Q3 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 536 |
|
|
2016
Q4 | – | Sell |
-1,671
| Closed | -$21K | – | 495 |
|
|
2016
Q3 | $21K | Buy |
+1,671
| New | +$21K | ﹤0.01% | 789 |
|