Sound Income Strategies’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-742
| Closed | -$9.55K | – | 1560 |
|
|
2024
Q4 | $9.55K | Buy |
+742
| New | +$9.55K | ﹤0.01% | 853 |
|
|
2022
Q3 | – | Sell |
-59
| Closed | -$1K | – | 873 |
|
|
2022
Q2 | $1K | Hold |
59
| – | – | ﹤0.01% | 770 |
|
|
2022
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 703 |
|
|
2019
Q2 | – | Sell |
-156
| Closed | -$3K | – | 658 |
|
|
2019
Q1 | $3K | Hold |
156
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $2K | Hold |
156
| – | – | ﹤0.01% | 518 |
|
|
2018
Q3 | $2K | Hold |
156
| – | – | ﹤0.01% | 532 |
|
|
2018
Q2 | $2K | Sell |
156
-165
| -51% | -$2.12K | ﹤0.01% | 491 |
|
|
2018
Q1 | $4K | Buy |
+321
| New | +$4K | ﹤0.01% | 405 |
|