SAM
Security Asset Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $258K | Hold |
10,700
| – | – | 0.15% | 72 |
|
|
2022
Q4 | $308K | Hold |
10,700
| – | – | 0.17% | 63 |
|
|
2022
Q3 | $242K | Hold |
10,700
| – | – | 0.15% | 69 |
|
|
2022
Q2 | $225K | Hold |
10,700
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $275K | Hold |
10,700
| – | – | 0.12% | 78 |
|
|
2021
Q4 | $260K | Hold |
10,700
| – | – | 0.1% | 80 |
|
|
2021
Q3 | $244K | Hold |
10,700
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $279K | Hold |
10,700
| – | – | 0.11% | 82 |
|
|
2021
Q1 | $287K | Hold |
10,700
| – | – | 0.12% | 82 |
|
|
2020
Q4 | $251K | Buy |
+10,700
| New | +$251K | 0.1% | 80 |
|