PFS Investments’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.86M | Buy |
282,806
+43,163
| +18% | +$895K | 0.1% | 200 |
|
|
2023
Q1 | $5.85M | Sell |
239,643
-16,059
| -6% | -$392K | 0.1% | 178 |
|
|
2022
Q4 | $7.35M | Buy |
255,702
+24,775
| +11% | +$713K | 0.14% | 144 |
|
|
2022
Q3 | $5.22K | Buy |
230,927
+81,449
| +54% | +$1.84K | 0.09% | 170 |
|
|
2022
Q2 | $3.14M | Buy |
149,478
+37,654
| +34% | +$791K | 0.06% | 236 |
|
|
2022
Q1 | $2.88M | Buy |
111,824
+71,840
| +180% | +$1.85M | 0.05% | 246 |
|
|
2021
Q4 | $972K | Buy |
39,984
+24,535
| +159% | +$596K | 0.02% | 341 |
|
|
2021
Q3 | $369K | Buy |
15,449
+3,413
| +28% | +$81.5K | 0.01% | 358 |
|
|
2021
Q2 | $310K | Buy |
+12,036
| New | +$310K | 0.01% | 363 |
|