Private Ocean’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-546
| Closed | -$9.79K | – | 619 |
|
|
2024
Q1 | $9.79K | Hold |
546
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $10.5K | Hold |
546
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $8.3K | Sell |
546
-10
| -2% | -$152 | ﹤0.01% | 370 |
|
|
2023
Q2 | $11.5K | Buy |
556
+10
| +2% | +$207 | ﹤0.01% | 378 |
|
|
2023
Q1 | $13.1K | Buy |
+546
| New | +$13.1K | ﹤0.01% | 370 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$8K | – | 545 |
|
|
2021
Q2 | $8K | Sell |
300
-200
| -40% | -$5.33K | ﹤0.01% | 420 |
|
|
2021
Q1 | $13K | Buy |
500
+463
| +1,251% | +$12K | ﹤0.01% | 402 |
|
|
2020
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 479 |
|