NWAM LLC’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-29,173
| Closed | -$761K | – | 495 |
|
|
2021
Q2 | $761K | Buy |
29,173
+2,173
| +8% | +$56.7K | 0.07% | 244 |
|
|
2021
Q1 | $724K | Buy |
+27,000
| New | +$724K | 0.07% | 248 |
|
|
2020
Q3 | – | Sell |
-30,795
| Closed | -$446K | – | 250 |
|
|
2020
Q2 | $446K | Buy |
30,795
+13,977
| +83% | +$202K | 0.06% | 262 |
|
|
2020
Q1 | $229 | Buy |
+16,818
| New | +$229 | 0.01% | 335 |
|