Sutton Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.79K | Buy |
315
+23
| +8% | +$350 | ﹤0.01% | 592 |
|
|
2023
Q2 | $6.05K | Buy |
292
+79
| +37% | +$1.64K | ﹤0.01% | 532 |
|
|
2023
Q1 | $5.13K | Sell |
213
-418
| -66% | -$10.1K | ﹤0.01% | 520 |
|
|
2022
Q4 | $18.1K | Buy |
631
+26
| +4% | +$748 | 0.01% | 728 |
|
|
2022
Q3 | $13.7K | Buy |
605
+12
| +2% | +$271 | 0.01% | 792 |
|
|
2022
Q2 | $12.5K | Buy |
593
+34
| +6% | +$714 | ﹤0.01% | 829 |
|
|
2022
Q1 | $14.4K | Buy |
559
+15
| +3% | +$386 | 0.01% | 833 |
|
|
2021
Q4 | $13.2K | Sell |
544
-12
| -2% | -$292 | ﹤0.01% | 840 |
|
|
2021
Q3 | $12.7K | Hold |
556
| – | – | ﹤0.01% | 829 |
|
|
2021
Q2 | $14.5K | Sell |
556
-55
| -9% | -$1.43K | 0.01% | 797 |
|
|
2021
Q1 | $16.4K | Buy |
611
+67
| +12% | +$1.8K | 0.01% | 732 |
|
|
2020
Q4 | $12.8K | Buy |
544
+24
| +5% | +$564 | 0.01% | 746 |
|
|
2020
Q3 | $9.42K | Hold |
520
| – | – | ﹤0.01% | 756 |
|
|
2020
Q2 | $7.54K | Buy |
520
+30
| +6% | +$435 | ﹤0.01% | 775 |
|
|
2020
Q1 | $6.66K | Hold |
490
| – | – | ﹤0.01% | 762 |
|
|
2019
Q4 | $9.75K | Hold |
490
| – | – | 0.01% | 827 |
|
|
2019
Q3 | $8.01K | Hold |
490
| – | – | ﹤0.01% | 853 |
|
|
2019
Q2 | $8.21K | Hold |
490
| – | – | ﹤0.01% | 823 |
|
|
2019
Q1 | $8.86K | Hold |
490
| – | – | 0.01% | 814 |
|
|
2018
Q4 | $7.09K | Hold |
490
| – | – | ﹤0.01% | 820 |
|
|
2018
Q3 | $6.86K | Hold |
490
| – | – | ﹤0.01% | 852 |
|
|
2018
Q2 | $6.57K | Sell |
490
-97
| -17% | -$1.3K | ﹤0.01% | 894 |
|
|
2018
Q1 | $6.67K | Sell |
587
-38
| -6% | -$432 | ﹤0.01% | 888 |
|
|
2017
Q4 | $6.77K | Hold |
625
| – | – | 0.01% | 846 |
|
|
2017
Q3 | $6.89K | Hold |
625
| – | – | 0.01% | 832 |
|
|
2017
Q2 | $6.94K | Buy |
625
+64
| +11% | +$711 | 0.01% | 824 |
|
|
2017
Q1 | $6.27K | Hold |
561
| – | – | 0.01% | 818 |
|
|
2016
Q4 | $6.52K | Sell |
561
-3
| -0.5% | -$35 | 0.01% | 796 |
|
|
2016
Q3 | $7.25K | Hold |
564
| – | – | 0.01% | 752 |
|
|
2016
Q2 | $7.04K | Hold |
564
| – | – | 0.01% | 709 |
|
|
2016
Q1 | $6.66K | Buy |
+564
| New | +$6.66K | 0.01% | 684 |
|