Marcum Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $130K | Buy |
+10,468
| New | +$130K | 0.01% | 372 |
|
|
2024
Q4 | – | Sell |
-10,874
| Closed | -$218K | – | 408 |
|
|
2024
Q3 | $218K | Sell |
10,874
-357
| -3% | -$7.16K | 0.02% | 349 |
|
|
2024
Q2 | $197K | Sell |
11,231
-152
| -1% | -$2.67K | 0.02% | 341 |
|
|
2024
Q1 | $204K | Buy |
+11,383
| New | +$204K | 0.02% | 339 |
|
|
2023
Q4 | – | Sell |
-12,120
| Closed | -$184K | – | 385 |
|
|
2023
Q3 | $184K | Buy |
12,120
+1,843
| +18% | +$28K | 0.02% | 324 |
|
|
2023
Q2 | $213K | Sell |
10,277
-645
| -6% | -$13.4K | 0.03% | 322 |
|
|
2023
Q1 | $263K | Buy |
10,922
+27
| +0.2% | +$650 | 0.03% | 270 |
|
|
2022
Q4 | $313K | Sell |
10,895
-45
| -0.4% | -$1.29K | 0.04% | 235 |
|
|
2022
Q3 | $247K | Buy |
10,940
+9
| +0.1% | +$203 | 0.04% | 264 |
|
|
2022
Q2 | $230K | Buy |
10,931
+9
| +0.1% | +$189 | 0.03% | 274 |
|
|
2022
Q1 | $281K | Buy |
10,922
+614
| +6% | +$15.8K | 0.04% | 254 |
|
|
2021
Q4 | $250K | Buy |
10,308
+831
| +9% | +$20.2K | 0.03% | 286 |
|
|
2021
Q3 | $216K | Sell |
9,477
-8
| -0.1% | -$182 | 0.03% | 292 |
|
|
2021
Q2 | $247K | Sell |
9,485
-25
| -0.3% | -$651 | 0.04% | 246 |
|
|
2021
Q1 | $255K | Buy |
+9,510
| New | +$255K | 0.04% | 247 |
|