Omnia Family Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-114
| Closed | -$2K | – | 106 |
|
|
2019
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 434 |
|
|
2018
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 381 |
|
|
2018
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 412 |
|
|
2018
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 392 |
|
|
2018
Q1 | $1K | Hold |
114
| – | – | ﹤0.01% | 522 |
|
|
2017
Q4 | $1K | Hold |
114
| – | – | ﹤0.01% | 546 |
|
|
2017
Q3 | $1K | Sell |
114
-220
| -66% | -$1.93K | ﹤0.01% | 548 |
|
|
2017
Q2 | $4K | Hold |
334
| – | – | ﹤0.01% | 437 |
|
|
2017
Q1 | $4K | Hold |
334
| – | – | ﹤0.01% | 424 |
|
|
2016
Q4 | $4K | Buy |
+334
| New | +$4K | ﹤0.01% | 413 |
|