MorganRosel Wealth Management’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-46,946
Closed -$787K 70
2019
Q2
$787K Sell
46,946
-951
-2% -$15.9K 0.65% 36
2019
Q1
$866K Sell
47,897
-4,967
-9% -$89.8K 0.73% 27
2018
Q4
$764K Buy
+52,864
New +$764K 0.79% 31