Liberty Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-58
| Closed | -$2K | – | 184 |
|
|
2021
Q3 | $2K | Buy |
58
+29
| +100% | +$1K | ﹤0.01% | 1035 |
|
|
2021
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 965 |
|
|
2020
Q2 | – | Sell |
-1,862
| Closed | -$25K | – | 846 |
|
|
2020
Q1 | $25K | Sell |
1,862
-214
| -10% | -$2.87K | 0.02% | 315 |
|
|
2019
Q4 | $41K | Buy |
2,076
+85
| +4% | +$1.68K | 0.03% | 281 |
|
|
2019
Q3 | $33K | Sell |
1,991
-31
| -2% | -$514 | 0.03% | 307 |
|
|
2019
Q2 | $34K | Buy |
2,022
+7
| +0.3% | +$118 | 0.03% | 311 |
|
|
2019
Q1 | $36K | Buy |
+2,015
| New | +$36K | 0.03% | 253 |
|