Stratos Wealth Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,944
| Closed | -$416K | – | 1184 |
|
|
2021
Q2 | $416K | Buy |
+15,944
| New | +$416K | 0.01% | 841 |
|
|
2018
Q4 | – | Sell |
-2,425
| Closed | -$34K | – | 890 |
|
|
2018
Q3 | $34K | Buy |
+2,425
| New | +$34K | ﹤0.01% | 1630 |
|
|
2018
Q2 | – | Sell |
-3,085
| Closed | -$35K | – | 994 |
|
|
2018
Q1 | $35K | Sell |
3,085
-2,233
| -42% | -$25.3K | ﹤0.01% | 1761 |
|
|
2017
Q4 | $58K | Buy |
+5,318
| New | +$58K | ﹤0.01% | 1441 |
|