MYIA
Mount Yale Investment Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
14,920
+331
| +2% | +$3.48K | 0.01% | 580 |
|
|
2025
Q1 | $181K | Sell |
14,589
-9,228
| -39% | -$115K | 0.02% | 521 |
|
|
2024
Q4 | $307K | Sell |
23,817
-247,683
| -91% | -$3.19M | 0.02% | 439 |
|
|
2024
Q3 | $5.45M | Buy |
271,500
+10,440
| +4% | +$209K | 0.52% | 32 |
|
|
2024
Q2 | $4.59M | Buy |
261,060
+246,504
| +1,693% | +$4.33M | 0.36% | 57 |
|
|
2024
Q1 | $261K | Hold |
14,556
| – | – | 0.02% | 483 |
|
|
2023
Q4 | $280K | Buy |
+14,556
| New | +$280K | 0.03% | 425 |
|
|
2022
Q3 | – | Sell |
-270,124
| Closed | -$5.68M | – | 443 |
|
|
2022
Q2 | $5.68M | Buy |
+270,124
| New | +$5.68M | 0.72% | 27 |
|
|
2019
Q4 | – | Sell |
-10,745
| Closed | -$194K | – | 321 |
|
|
2019
Q3 | $194K | Sell |
10,745
-496
| -4% | -$8.96K | 0.03% | 295 |
|
|
2019
Q2 | $176K | Sell |
11,241
-801
| -7% | -$12.5K | 0.03% | 293 |
|
|
2019
Q1 | $218K | Hold |
12,042
| – | – | 0.04% | 282 |
|
|
2018
Q4 | $207K | Sell |
12,042
-1,369
| -10% | -$23.5K | 0.04% | 292 |
|
|
2018
Q3 | $209K | Sell |
13,411
-22
| -0.2% | -$343 | 0.04% | 299 |
|
|
2018
Q2 | $180K | Buy |
13,433
+583
| +5% | +$7.81K | 0.03% | 313 |
|
|
2018
Q1 | $146K | Buy |
+12,850
| New | +$146K | 0.03% | 341 |
|