Magnus Financial Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,018
| Closed | -$270K | – | 265 |
|
|
2023
Q2 | $270K | Sell |
13,018
-17
| -0.1% | -$352 | 0.04% | 225 |
|
|
2023
Q1 | $314K | Hold |
13,035
| – | – | 0.05% | 217 |
|
|
2022
Q4 | $375K | Hold |
13,035
| – | – | 0.06% | 184 |
|
|
2022
Q3 | $295K | Buy |
13,035
+5
| +0% | +$113 | 0.06% | 193 |
|
|
2022
Q2 | $274K | Hold |
13,030
| – | – | 0.05% | 219 |
|
|
2022
Q1 | $335K | Hold |
13,030
| – | – | 0.06% | 211 |
|
|
2021
Q4 | $317K | Sell |
13,030
-15
| -0.1% | -$365 | 0.06% | 186 |
|
|
2021
Q3 | $298K | Sell |
13,045
-3,009
| -19% | -$68.7K | 0.06% | 187 |
|
|
2021
Q2 | $419K | Buy |
16,054
+3
| +0% | +$78 | 0.09% | 148 |
|
|
2021
Q1 | $430K | Buy |
+16,051
| New | +$430K | 0.1% | 130 |
|