Squar Milner Financial Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,702
| Closed | -$23K | – | 223 |
|
|
2020
Q1 | $23K | Buy |
1,702
+181
| +12% | +$2.45K | 0.01% | 440 |
|
|
2019
Q4 | $30K | Buy |
+1,521
| New | +$30K | 0.02% | 467 |
|
|
2019
Q3 | – | Sell |
-1,083
| Closed | -$18K | – | 231 |
|
|
2019
Q2 | $18K | Buy |
1,083
+479
| +79% | +$7.96K | 0.01% | 461 |
|
|
2019
Q1 | $10K | Buy |
+604
| New | +$10K | 0.01% | 512 |
|
|
2018
Q3 | – | Sell |
-2,260
| Closed | -$30K | – | 755 |
|
|
2018
Q2 | $30K | Buy |
+2,260
| New | +$30K | 0.03% | 419 |
|