PWAG
Polaris Wealth Advisory Group’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,135,545
| Closed | -$27.6M | – | 158 |
|
|
2021
Q4 | $27.6M | Buy |
+1,135,545
| New | +$27.6M | 1.58% | 23 |
|
|
2021
Q1 | – | Sell |
-288,016
| Closed | -$7.32M | – | 170 |
|
|
2020
Q4 | $7.32M | Sell |
288,016
-253
| -0.1% | -$6.43K | 0.55% | 60 |
|
|
2020
Q3 | $5.36M | Buy |
+288,269
| New | +$5.36M | 0.5% | 49 |
|
|
2019
Q3 | – | Sell |
-1,443,342
| Closed | -$24.2M | – | 148 |
|
|
2019
Q2 | $24.2M | Buy |
+1,443,342
| New | +$24.2M | 1.84% | 24 |
|
|
2018
Q4 | – | Sell |
-574
| Closed | -$8K | – | 150 |
|
|
2018
Q3 | $8K | Buy |
+574
| New | +$8K | ﹤0.01% | 415 |
|