PVWM
Point View Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.79M | Sell |
118,841
-4,872
| -4% | -$115K | 1.13% | 13 |
|
|
2020
Q3 | $2.24M | Sell |
123,713
-3,744
| -3% | -$67.8K | 1.06% | 17 |
|
|
2020
Q2 | $1.85M | Sell |
127,457
-1,561
| -1% | -$22.6K | 0.89% | 25 |
|
|
2020
Q1 | $1.76M | Buy |
129,018
+8,662
| +7% | +$118K | 0.96% | 25 |
|
|
2019
Q4 | $2.4M | Sell |
120,356
-3,676
| -3% | -$73.2K | 0.99% | 19 |
|
|
2019
Q3 | $2.03M | Sell |
124,032
-14,002
| -10% | -$229K | 0.92% | 26 |
|
|
2019
Q2 | $2.31M | Sell |
138,034
-5,430
| -4% | -$91K | 0.98% | 22 |
|
|
2019
Q1 | $2.59M | Sell |
143,464
-10,301
| -7% | -$186K | 1.15% | 12 |
|
|
2018
Q4 | $2.22M | Sell |
153,765
-3,562
| -2% | -$51.5K | 1.12% | 13 |
|
|
2018
Q3 | $2.2M | Sell |
157,327
-1,012
| -0.6% | -$14.2K | 0.98% | 22 |
|
|
2018
Q2 | $2.12M | Sell |
158,339
-6,336
| -4% | -$85K | 0.99% | 21 |
|
|
2018
Q1 | $1.87M | Buy |
164,675
+7,779
| +5% | +$88.4K | 0.9% | 28 |
|
|
2017
Q4 | $1.7M | Sell |
156,896
-12,036
| -7% | -$130K | 0.81% | 35 |
|
|
2017
Q3 | $1.86M | Buy |
168,932
+13,101
| +8% | +$144K | 0.89% | 25 |
|
|
2017
Q2 | $1.73M | Buy |
155,831
+14,292
| +10% | +$159K | 0.85% | 27 |
|
|
2017
Q1 | $1.58M | Buy |
141,539
+10,886
| +8% | +$122K | 0.82% | 27 |
|
|
2016
Q4 | $1.52M | Buy |
130,653
+666
| +0.5% | +$7.74K | 0.87% | 23 |
|
|
2016
Q3 | $1.67M | Buy |
129,987
+5,778
| +5% | +$74.2K | 0.99% | 22 |
|
|
2016
Q2 | $1.55M | Buy |
124,209
+6,883
| +6% | +$85.9K | 0.94% | 24 |
|
|
2016
Q1 | $1.38M | Buy |
117,326
+7,783
| +7% | +$91.8K | 0.89% | 30 |
|
|
2015
Q4 | $1.05M | Buy |
109,543
+11,203
| +11% | +$107K | 0.76% | 36 |
|
|
2015
Q3 | $963K | Buy |
98,340
+15,868
| +19% | +$155K | 0.77% | 38 |
|
|
2015
Q2 | $1.09M | Buy |
82,472
+16,308
| +25% | +$216K | 0.85% | 33 |
|
|
2015
Q1 | $850K | Buy |
66,164
+6,582
| +11% | +$84.6K | 0.66% | 51 |
|
|
2014
Q4 | $820K | Buy |
59,582
+18,129
| +44% | +$250K | 0.61% | 48 |
|
|
2014
Q3 | $588K | Buy |
41,453
+7,215
| +21% | +$102K | 0.5% | 71 |
|
|
2014
Q2 | $532K | Buy |
34,238
+8,706
| +34% | +$135K | 0.46% | 79 |
|
|
2014
Q1 | $364K | Buy |
25,532
+7,716
| +43% | +$110K | 0.33% | 108 |
|
|
2013
Q4 | $259K | Buy |
+17,816
| New | +$259K | 0.25% | 137 |
|