Searle & Co’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$433K | – | 145 |
|
|
2023
Q2 | $433K | Sell |
20,000
-1,000
| -5% | -$21.6K | 0.13% | 103 |
|
|
2023
Q1 | $497K | Sell |
21,000
-1,500
| -7% | -$35.5K | 0.16% | 97 |
|
|
2022
Q4 | $647K | Buy |
22,500
+1,000
| +5% | +$28.8K | 0.22% | 87 |
|
|
2022
Q3 | $486K | Hold |
21,500
| – | – | 0.19% | 95 |
|
|
2022
Q2 | $452K | Hold |
21,500
| – | – | 0.18% | 104 |
|
|
2022
Q1 | $553K | Hold |
21,500
| – | – | 0.2% | 92 |
|
|
2021
Q4 | $522K | Buy |
+21,500
| New | +$522K | 0.19% | 96 |
|