JIC
Joel Isaacson & Co’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,000
| Closed | -$201K | – | 328 |
|
|
2022
Q4 | $201K | Buy |
+7,000
| New | +$201K | 0.02% | 303 |
|
|
2017
Q1 | – | Sell |
-7,000
| Closed | -$81K | – | 186 |
|
|
2016
Q4 | $81K | Hold |
7,000
| – | – | 0.02% | 244 |
|
|
2016
Q3 | $90K | Hold |
7,000
| – | – | 0.02% | 251 |
|
|
2016
Q2 | $87K | Hold |
7,000
| – | – | 0.02% | 250 |
|
|
2016
Q1 | $83K | Hold |
7,000
| – | – | 0.02% | 262 |
|
|
2015
Q4 | $67K | Hold |
7,000
| – | – | 0.02% | 279 |
|
|
2015
Q3 | $69K | Sell |
7,000
-20,000
| -74% | -$197K | 0.02% | 277 |
|
|
2015
Q2 | $358K | Sell |
27,000
-525
| -2% | -$6.96K | 0.09% | 110 |
|
|
2015
Q1 | $354K | Hold |
27,525
| – | – | 0.09% | 111 |
|
|
2014
Q4 | $379K | Buy |
27,525
+27,000
| +5,143% | +$372K | 0.1% | 94 |
|
|
2014
Q3 | $7K | Hold |
525
| – | – | ﹤0.01% | 515 |
|
|
2014
Q2 | $8K | Hold |
525
| – | – | ﹤0.01% | 484 |
|
|
2014
Q1 | $7K | Hold |
525
| – | – | ﹤0.01% | 488 |
|
|
2013
Q4 | $8K | Hold |
525
| – | – | ﹤0.01% | 443 |
|
|
2013
Q3 | $7K | Hold |
525
| – | – | ﹤0.01% | 428 |
|
|
2013
Q2 | $6K | Buy |
+525
| New | +$6K | ﹤0.01% | 401 |
|