Patriot Financial Group Insurance Agency’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-575
| Closed | -$12K | – | 442 |
|
|
2022
Q2 | $12K | Sell |
575
-192
| -25% | -$4.01K | ﹤0.01% | 1167 |
|
|
2022
Q1 | $20K | Buy |
767
+449
| +141% | +$11.7K | ﹤0.01% | 1079 |
|
|
2021
Q4 | $8K | Sell |
318
-200
| -39% | -$5.03K | ﹤0.01% | 1553 |
|
|
2021
Q3 | $12K | Buy |
518
+392
| +311% | +$9.08K | ﹤0.01% | 1387 |
|
|
2021
Q2 | $3K | Sell |
126
-1
| -0.8% | -$24 | ﹤0.01% | 1755 |
|
|
2021
Q1 | $3K | Buy |
127
+1
| +0.8% | +$24 | ﹤0.01% | 1669 |
|
|
2020
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q3 | $2K | Sell |
126
-24
| -16% | -$381 | ﹤0.01% | 1423 |
|
|
2020
Q2 | $2K | Sell |
150
-209
| -58% | -$2.79K | ﹤0.01% | 1360 |
|
|
2020
Q1 | $5K | Buy |
+359
| New | +$5K | ﹤0.01% | 1046 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$1K | – | 580 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 892 |
|
|
2017
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 880 |
|
|
2017
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 860 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 861 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 784 |
|
|
2016
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 720 |
|