Stelac Advisory Services’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,027
| Closed | -$270K | – | 104 |
|
|
2023
Q2 | $270K | Sell |
13,027
-846
| -6% | -$17.5K | 0.12% | 118 |
|
|
2023
Q1 | $334K | Sell |
13,873
-3,118
| -18% | -$75.1K | 0.15% | 107 |
|
|
2022
Q4 | $489K | Sell |
16,991
-1,518
| -8% | -$43.7K | 0.22% | 77 |
|
|
2022
Q3 | $418K | Hold |
18,509
| – | – | 0.19% | 93 |
|
|
2022
Q2 | $389K | Buy |
18,509
+13,287
| +254% | +$279K | 0.16% | 107 |
|
|
2022
Q1 | $134K | Sell |
5,222
-10,081
| -66% | -$259K | 0.05% | 147 |
|
|
2021
Q4 | $372K | Buy |
15,303
+962
| +7% | +$23.4K | 0.1% | 114 |
|
|
2021
Q3 | $327K | Buy |
14,341
+4,395
| +44% | +$100K | 0.09% | 157 |
|
|
2021
Q2 | $259K | Buy |
+9,946
| New | +$259K | 0.06% | 195 |
|