SA
Syntax Advisors’s AES AES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $325K | Buy |
21,380
+3,132
| +17% | +$47.6K | 0.29% | 62 |
|
2023
Q2 | $378K | Buy |
18,248
+1,840
| +11% | +$38.1K | 0.3% | 49 |
|
2023
Q1 | $395K | Buy |
16,408
+2,923
| +22% | +$70.4K | 0.3% | 46 |
|
2022
Q4 | $388K | Sell |
13,485
-1,435
| -10% | -$41.3K | 0.32% | 45 |
|
2022
Q3 | $337K | Sell |
14,920
-3,591
| -19% | -$81.1K | 0.29% | 51 |
|
2022
Q2 | $389K | Buy |
18,511
+2,033
| +12% | +$42.7K | 0.33% | 37 |
|
2022
Q1 | $424K | Sell |
16,478
-6,145
| -27% | -$158K | 0.36% | 39 |
|
2021
Q4 | $550K | Buy |
+22,623
| New | +$550K | 0.41% | 39 |
|