Resurgent Financial Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,257
| Closed | -$24.2K | – | 198 |
|
2023
Q4 | $24.2K | Buy |
+1,257
| New | +$24.2K | 0.01% | 455 |
|
2023
Q3 | – | Sell |
-1,151
| Closed | -$23.9K | – | 480 |
|
2023
Q2 | $23.9K | Sell |
1,151
-48
| -4% | -$995 | 0.02% | 460 |
|
2023
Q1 | $28.9K | Buy |
1,199
+18
| +2% | +$433 | 0.02% | 423 |
|
2022
Q4 | $34K | Buy |
+1,181
| New | +$34K | 0.02% | 510 |
|