Kestra Private Wealth Services’s The AES Corporation AESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,108
| Closed | -$693K | – | 1371 |
|
|
2023
Q4 | $693K | Buy |
9,108
+384
| +4% | +$29.2K | 0.02% | 623 |
|
|
2023
Q3 | $532K | Buy |
8,724
+936
| +12% | +$57.1K | 0.02% | 642 |
|
|
2023
Q2 | $636K | Sell |
7,788
-400
| -5% | -$32.6K | 0.02% | 561 |
|
|
2023
Q1 | $733K | Sell |
8,188
-1,100
| -12% | -$98.5K | 0.03% | 493 |
|
|
2022
Q4 | $948K | Sell |
9,288
-22,854
| -71% | -$2.33M | 0.05% | 379 |
|
|
2022
Q3 | $2.84M | Buy |
32,142
+3,808
| +13% | +$336K | 0.16% | 147 |
|
|
2022
Q2 | $2.45M | Buy |
28,334
+10,834
| +62% | +$935K | 0.14% | 174 |
|
|
2022
Q1 | $1.73M | Buy |
+17,500
| New | +$1.73M | 0.09% | 247 |
|