OAM
Optimal Asset Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.24M | Buy |
54,248
+40
| +0.1% | +$913 | 0.15% | 208 |
|
|
2021
Q2 | $1.41M | Buy |
54,208
+1
| +0% | +$26 | 0.17% | 202 |
|
|
2021
Q1 | $1.45M | Sell |
54,207
-26,800
| -33% | -$718K | 0.19% | 187 |
|
|
2020
Q4 | $1.9M | Sell |
81,007
-59
| -0.1% | -$1.39K | 0.27% | 127 |
|
|
2020
Q3 | $1.47M | Sell |
81,066
-8,626
| -10% | -$156K | 0.21% | 153 |
|
|
2020
Q2 | $1.3M | Sell |
89,692
-59,562
| -40% | -$863K | 0.21% | 159 |
|
|
2020
Q1 | $2.03K | Buy |
149,254
+65,760
| +79% | +$894 | 0.19% | 184 |
|
|
2019
Q4 | $1.66M | Buy |
+83,494
| New | +$1.66M | 0.25% | 151 |
|