Meridian Wealth Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,245
| Closed | -$60K | – | 105 |
|
|
2021
Q1 | $60K | Sell |
2,245
-1,056
| -32% | -$28.2K | 0.02% | 141 |
|
|
2020
Q4 | $78K | Buy |
3,301
+7
| +0.2% | +$165 | 0.03% | 109 |
|
|
2020
Q3 | $60K | Buy |
3,294
+9
| +0.3% | +$164 | 0.03% | 120 |
|
|
2020
Q2 | $48K | Buy |
3,285
+12
| +0.4% | +$175 | 0.03% | 128 |
|
|
2020
Q1 | $45K | Buy |
3,273
+7
| +0.2% | +$96 | 0.03% | 128 |
|
|
2019
Q4 | $65K | Buy |
+3,266
| New | +$65K | 0.04% | 116 |
|