Santori & Peters Inc’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,940
| Closed | -$430K | – | 57 |
|
|
2020
Q4 | $430K | Hold |
16,940
| – | – | 0.24% | 49 |
|
|
2020
Q3 | $306K | Buy |
+16,940
| New | +$306K | 0.2% | 54 |
|
|
2020
Q2 | – | Sell |
-29,420
| Closed | -$400K | – | 52 |
|
|
2020
Q1 | $400K | Hold |
29,420
| – | – | 0.35% | 44 |
|
|
2019
Q4 | $585K | Hold |
29,420
| – | – | 0.38% | 38 |
|
|
2019
Q3 | $480K | Hold |
29,420
| – | – | 0.35% | 37 |
|
|
2019
Q2 | $493K | Buy |
+29,420
| New | +$493K | 0.36% | 39 |
|
|
2019
Q1 | – | Sell |
-29,420
| Closed | -$425K | – | 50 |
|
|
2018
Q4 | $425K | Buy |
+29,420
| New | +$425K | 0.38% | 39 |
|