Sargent Bickham Lagudis’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $43.1K | Hold |
1,500
| – | – | ﹤0.01% | 468 |
|
|
2022
Q3 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 479 |
|
|
2022
Q2 | $32K | Hold |
1,500
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $36K | Hold |
1,500
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $34K | Hold |
1,500
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $39K | Hold |
1,500
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $35K | Sell |
1,500
-239
| -14% | -$5.58K | ﹤0.01% | 470 |
|
|
2020
Q3 | $31K | Hold |
1,739
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $25K | Hold |
1,739
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $24K | Sell |
1,739
-3,835
| -69% | -$52.9K | ﹤0.01% | 429 |
|
|
2019
Q4 | $111K | Buy |
5,574
+1,055
| +23% | +$21K | 0.01% | 270 |
|
|
2019
Q3 | $74K | Sell |
4,519
-1,995
| -31% | -$32.7K | 0.01% | 289 |
|
|
2019
Q2 | $109K | Hold |
6,514
| – | – | 0.01% | 269 |
|
|
2019
Q1 | $118K | Sell |
6,514
-2,172
| -25% | -$39.3K | 0.01% | 264 |
|
|
2018
Q4 | $126K | Buy |
+8,686
| New | +$126K | 0.02% | 248 |
|