Plante Moran Financial Advisors’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 |
-69
| Closed | -$1K | – | 841 |
|
|
2022
Q2 | $1K | Sell |
69
-181
| -72% | -$2.62K | ﹤0.01% | 867 |
|
|
2022
Q1 | $6K | Buy |
250
+77
| +45% | +$1.85K | ﹤0.01% | 645 |
|
|
2021
Q4 | $4K | Buy |
+173
| New | +$4K | ﹤0.01% | 838 |
|
|
2018
Q3 | – | Sell |
-333
| Closed | -$4K | – | 747 |
|
|
2018
Q2 | $4K | Buy |
333
+104
| +45% | +$1.25K | ﹤0.01% | 645 |
|
|
2018
Q1 | $3K | Buy |
+229
| New | +$3K | ﹤0.01% | 771 |
|
|
2017
Q4 | – | Sell |
-460
| Closed | -$5K | – | 874 |
|
|
2017
Q3 | $5K | Hold |
460
| – | – | ﹤0.01% | 644 |
|
|
2017
Q2 | $5K | Buy |
460
+164
| +55% | +$1.78K | ﹤0.01% | 658 |
|
|
2017
Q1 | $3K | Sell |
296
-1,121
| -79% | -$11.4K | ﹤0.01% | 749 |
|
|
2016
Q4 | $16K | Sell |
1,417
-44
| -3% | -$497 | 0.01% | 507 |
|
|
2016
Q3 | $19K | Buy |
1,461
+1,131
| +343% | +$14.7K | 0.01% | 495 |
|
|
2016
Q2 | $4K | Buy |
+330
| New | +$4K | ﹤0.01% | 662 |
|
|
2016
Q1 | – | Sell |
-363
| Closed | -$3K | – | 848 |
|
|
2015
Q4 | $3K | Buy |
363
+217
| +149% | +$1.79K | ﹤0.01% | 808 |
|
|
2015
Q3 | $1K | Sell |
146
-157
| -52% | -$1.08K | ﹤0.01% | 675 |
|
|
2015
Q2 | $4K | Hold |
303
| – | – | ﹤0.01% | 636 |
|
|
2015
Q1 | $4K | Hold |
303
| – | – | ﹤0.01% | 627 |
|
|
2014
Q4 | $4K | Hold |
303
| – | – | ﹤0.01% | 682 |
|
|
2014
Q3 | $4K | Hold |
303
| – | – | ﹤0.01% | 695 |
|
|
2014
Q2 | $5K | Buy |
+303
| New | +$5K | ﹤0.01% | 658 |
|