ProVise Management Group’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-24,136	Closed	-$405K	–	307
2019 Q2	$405K	Buy	24,136 +4,053	+20%	+$68K	0.05%	221
2019 Q1	$363K	Buy	20,083 +8,255	+70%	+$149K	0.05%	218
2018 Q4	$171K	Buy	+11,828	New	+$171K	0.03%	284