Steward Financial Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2K | Buy |
+152
| New | +$2K | ﹤0.01% | 915 |
|
|
2023
Q2 | – | Sell |
-197
| Closed | -$4K | – | 413 |
|
|
2023
Q1 | $4K | Buy |
197
+104
| +112% | +$2.11K | ﹤0.01% | 335 |
|
|
2022
Q4 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 292 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$2K | – | 83 |
|
|
2022
Q2 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 501 |
|