Sugarloaf Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $655 | Sell |
51
-7
| -12% | -$90 | ﹤0.01% | 661 |
|
|
2024
Q3 | $1.17K | Hold |
58
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $1.01K | Buy |
58
+1
| +2% | +$17 | ﹤0.01% | 615 |
|
|
2024
Q1 | $1.03K | Hold |
57
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $1.09K | Sell |
57
-11,252
| -99% | -$215K | ﹤0.01% | 627 |
|
|
2023
Q3 | $172K | Buy |
11,309
+1,336
| +13% | +$20.3K | 0.04% | 143 |
|
|
2023
Q2 | $207K | Buy |
9,973
+2,558
| +34% | +$53K | 0.05% | 134 |
|
|
2023
Q1 | $179K | Buy |
7,415
+6,485
| +697% | +$156K | 0.04% | 140 |
|
|
2022
Q4 | $26.7K | Buy |
+930
| New | +$26.7K | 0.01% | 371 |
|