Marshall Financial Group (Maryland)’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-12,056
Closed -$310K 183
2022
Q1
$310K Sell
12,056
-75
-0.6% -$1.93K 0.13% 167
2021
Q4
$295K Buy
+12,131
New +$295K 0.11% 180