JP Morgan Private Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $3.7M | Sell |
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|
2023
Q1 | $6.5M | Sell |
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|
2022
Q4 | $8.41M | Buy |
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|
2022
Q3 | $3.91M | Buy |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $4.88M | Buy |
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|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $4.1M | Buy |
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|
2021
Q2 | $4.08M | Buy |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $2.85M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $823K | Sell |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $883K | Buy |
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|
2018
Q3 | $489K | Buy |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $265K | Buy |
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