OneDigital Investment Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,403
| Closed | -$412K | – | 1089 |
|
|
2023
Q4 | $412K | Buy |
+21,403
| New | +$412K | 0.01% | 787 |
|
|
2019
Q3 | – | Sell |
-1,018
| Closed | -$17K | – | 539 |
|
|
2019
Q2 | $17K | Hold |
1,018
| – | – | ﹤0.01% | 835 |
|
|
2019
Q1 | $18K | Sell |
1,018
-163
| -14% | -$2.88K | ﹤0.01% | 754 |
|
|
2018
Q4 | $17K | Sell |
1,181
-184
| -13% | -$2.65K | ﹤0.01% | 728 |
|
|
2018
Q3 | $19K | Sell |
1,365
-1,747
| -56% | -$24.3K | ﹤0.01% | 677 |
|
|
2018
Q2 | $17K | Buy |
3,112
+1,800
| +137% | +$9.83K | ﹤0.01% | 862 |
|
|
2018
Q1 | $15K | Buy |
1,312
+62
| +5% | +$709 | ﹤0.01% | 903 |
|
|
2017
Q4 | $14K | Buy |
1,250
+92
| +8% | +$1.03K | ﹤0.01% | 898 |
|
|
2017
Q3 | $13K | Buy |
1,158
+58
| +5% | +$651 | ﹤0.01% | 765 |
|
|
2017
Q2 | $12K | Buy |
+1,100
| New | +$12K | ﹤0.01% | 894 |
|