Pasadena Private Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,099
| Closed | -$245K | – | 100 |
|
|
2021
Q4 | $245K | Sell |
10,099
-1,145
| -10% | -$27.8K | 0.08% | 88 |
|
|
2021
Q3 | $257K | Sell |
11,244
-2,075
| -16% | -$47.4K | 0.09% | 68 |
|
|
2021
Q2 | $347K | Buy |
13,319
+1,755
| +15% | +$45.7K | 0.12% | 59 |
|
|
2021
Q1 | $310K | Sell |
11,564
-2,129
| -16% | -$57.1K | 0.11% | 61 |
|
|
2020
Q4 | $322K | Buy |
+13,693
| New | +$322K | 0.12% | 54 |
|