MV Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57K | Sell |
244
-237
| -49% | -$2.49K | ﹤0.01% | 684 |
|
|
2025
Q1 | $5.98K | Sell |
481
-26
| -5% | -$323 | ﹤0.01% | 594 |
|
|
2024
Q4 | $6.53K | Sell |
507
-454
| -47% | -$5.84K | ﹤0.01% | 577 |
|
|
2024
Q3 | $19.3K | Sell |
961
-69
| -7% | -$1.38K | ﹤0.01% | 432 |
|
|
2024
Q2 | $18.1K | Buy |
1,030
+73
| +8% | +$1.28K | ﹤0.01% | 436 |
|
|
2024
Q1 | $17.2K | Sell |
957
-65
| -6% | -$1.17K | ﹤0.01% | 446 |
|
|
2023
Q4 | $19.7K | Buy |
1,022
+677
| +196% | +$13K | ﹤0.01% | 425 |
|
|
2023
Q3 | $5.24K | Buy |
345
+162
| +89% | +$2.46K | ﹤0.01% | 583 |
|
|
2023
Q2 | $3.79K | Buy |
183
+66
| +56% | +$1.37K | ﹤0.01% | 612 |
|
|
2023
Q1 | $2.82K | Sell |
117
-21
| -15% | -$506 | ﹤0.01% | 628 |
|
|
2022
Q4 | $3.97K | Buy |
138
+34
| +33% | +$978 | ﹤0.01% | 578 |
|
|
2022
Q3 | $2K | Buy |
104
+4
| +4% | +$77 | ﹤0.01% | 606 |
|
|
2022
Q2 | $2K | Sell |
100
-16
| -14% | -$320 | ﹤0.01% | 609 |
|
|
2022
Q1 | $3K | Sell |
116
-126
| -52% | -$3.26K | ﹤0.01% | 625 |
|
|
2021
Q4 | $6K | Buy |
242
+43
| +22% | +$1.07K | ﹤0.01% | 559 |
|
|
2021
Q3 | $5K | Buy |
199
+151
| +315% | +$3.79K | ﹤0.01% | 575 |
|
|
2021
Q2 | $1K | Buy |
48
+17
| +55% | +$354 | ﹤0.01% | 647 |
|
|
2021
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 322 |
|
|
2017
Q3 | – | Sell |
-199
| Closed | -$2K | – | 357 |
|
|
2017
Q2 | $2K | Sell |
199
-136
| -41% | -$1.37K | ﹤0.01% | 330 |
|
|
2017
Q1 | $4K | Hold |
335
| – | – | ﹤0.01% | 291 |
|
|
2016
Q4 | $4K | Hold |
335
| – | – | ﹤0.01% | 290 |
|
|
2016
Q3 | $4K | Buy |
335
+59
| +21% | +$704 | ﹤0.01% | 283 |
|
|
2016
Q2 | $3K | Buy |
+276
| New | +$3K | ﹤0.01% | 296 |
|