Lido Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,778
| Closed | -$284K | – | 1036 |
|
|
2023
Q1 | $284K | Buy |
11,778
+3,753
| +47% | +$90.4K | ﹤0.01% | 799 |
|
|
2022
Q4 | $231K | Buy |
+8,025
| New | +$231K | ﹤0.01% | 771 |
|
|
2022
Q3 | – | Sell |
-22,497
| Closed | -$472K | – | 826 |
|
|
2022
Q2 | $472K | Sell |
22,497
-18,367
| -45% | -$385K | 0.01% | 493 |
|
|
2022
Q1 | $1.05M | Buy |
40,864
+1,673
| +4% | +$43K | 0.01% | 345 |
|
|
2021
Q4 | $952K | Sell |
39,191
-4
| -0% | -$97 | 0.01% | 382 |
|
|
2021
Q3 | $894K | Buy |
39,195
+2,734
| +7% | +$62.4K | 0.01% | 388 |
|
|
2021
Q2 | $951K | Sell |
36,461
-993
| -3% | -$25.9K | 0.01% | 346 |
|
|
2021
Q1 | $1M | Sell |
37,454
-23,856
| -39% | -$639K | 0.02% | 300 |
|
|
2020
Q4 | $1.44M | Buy |
+61,310
| New | +$1.44M | 0.03% | 234 |
|