Shelton Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-134,845
| Closed | -$2.05M | – | 719 |
|
|
2023
Q3 | $2.05M | Buy |
134,845
+29,301
| +28% | +$445K | 0.08% | 231 |
|
|
2023
Q2 | $2.19M | Buy |
105,544
+91,977
| +678% | +$1.91M | 0.08% | 224 |
|
|
2023
Q1 | $327K | Buy |
+13,567
| New | +$327K | 0.01% | 427 |
|
|
2020
Q4 | – | Sell |
-242,037
| Closed | -$4.38M | – | 721 |
|
|
2020
Q3 | $4.38M | Buy |
+242,037
| New | +$4.38M | 0.18% | 118 |
|