Mount Yale Investment Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $5.45M | Buy |
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|
2024
Q2 | $4.59M | Buy |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $280K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.67M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $194K | Sell |
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|
2019
Q2 | $176K | Sell |
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|
2019
Q1 | $218K | Hold |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $209K | Sell |
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|
2018
Q2 | $180K | Buy |
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|
2018
Q1 | $146K | Buy |
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