LFA
Legacy Financial Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-240
| Closed | -$4K | – | 135 |
|
|
2019
Q1 | $4K | Buy |
240
+29
| +14% | +$483 | ﹤0.01% | 795 |
|
|
2018
Q4 | $3K | Hold |
211
| – | – | ﹤0.01% | 792 |
|
|
2018
Q3 | $2K | Hold |
211
| – | – | ﹤0.01% | 790 |
|
|
2018
Q2 | $3K | Hold |
211
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $2K | Hold |
211
| – | – | ﹤0.01% | 741 |
|
|
2017
Q4 | $2K | Buy |
+211
| New | +$2K | ﹤0.01% | 723 |
|