Simon Quick Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$56K | – | 348 |
|
|
2021
Q4 | $56K | Hold |
2,300
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $52K | Hold |
2,300
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $59K | Hold |
2,300
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $61K | Hold |
2,300
| – | – | 0.02% | 209 |
|
|
2020
Q4 | $54K | Buy |
+2,300
| New | +$54K | 0.02% | 200 |
|
|
2020
Q1 | – | Sell |
-141
| Closed | -$3K | – | 480 |
|
|
2019
Q4 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 528 |
|