Stonebridge Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-371
| Closed | -$5.64K | – | 229 |
|
|
2023
Q3 | $5.64K | Sell |
371
-938
| -72% | -$14.3K | ﹤0.01% | 693 |
|
|
2023
Q2 | $27.1K | Hold |
1,309
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $31.5K | Hold |
1,309
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $37.6K | Buy |
1,309
+1,269
| +3,173% | +$36.5K | ﹤0.01% | 395 |
|
|
2022
Q3 | $1K | Sell |
40
-340
| -89% | -$8.5K | ﹤0.01% | 846 |
|
|
2022
Q2 | $8K | Sell |
380
-401
| -51% | -$8.44K | ﹤0.01% | 632 |
|
|
2022
Q1 | $20K | Buy |
+781
| New | +$20K | ﹤0.01% | 531 |
|
|
2019
Q3 | – | Sell |
-282
| Closed | -$5K | – | 854 |
|
|
2019
Q2 | $5K | Buy |
+282
| New | +$5K | ﹤0.01% | 658 |
|