Sustainable Insight Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,971
| Closed | -$282K | – | 121 |
|
|
2022
Q1 | $282K | Buy |
+10,971
| New | +$282K | 0.2% | 85 |
|
|
2021
Q2 | – | Sell |
-9,392
| Closed | -$252K | – | 123 |
|
|
2021
Q1 | $252K | Hold |
9,392
| – | – | 0.17% | 94 |
|
|
2020
Q4 | $221K | Buy |
+9,392
| New | +$221K | 0.15% | 98 |
|
|
2020
Q1 | – | Sell |
-12,444
| Closed | -$248K | – | 64 |
|
|
2019
Q4 | $248K | Hold |
12,444
| – | – | 0.26% | 47 |
|
|
2019
Q3 | $203K | Hold |
12,444
| – | – | 0.23% | 51 |
|
|
2019
Q2 | $209K | Hold |
12,444
| – | – | 0.24% | 51 |
|
|
2019
Q1 | $225K | Buy |
12,444
+471
| +4% | +$8.52K | 0.29% | 74 |
|
|
2018
Q4 | $173K | Sell |
11,973
-5,100
| -30% | -$73.7K | 0.23% | 62 |
|
|
2018
Q3 | $239K | Buy |
+17,073
| New | +$239K | 0.16% | 53 |
|