TAIM
TD Ameritrade Investment Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,172
| Closed | -$45K | – | 12 |
|
|
2023
Q2 | $45K | Sell |
2,172
-344
| -14% | -$7.13K | ﹤0.01% | 253 |
|
|
2023
Q1 | $61K | Sell |
2,516
-789
| -24% | -$19.1K | ﹤0.01% | 251 |
|
|
2022
Q4 | $95K | Buy |
3,305
+939
| +40% | +$27K | ﹤0.01% | 240 |
|
|
2022
Q3 | $53K | Sell |
2,366
-1,155
| -33% | -$25.9K | ﹤0.01% | 273 |
|
|
2022
Q2 | $74K | Sell |
3,521
-2,625
| -43% | -$55.2K | ﹤0.01% | 270 |
|
|
2022
Q1 | $158K | Buy |
6,146
+153
| +3% | +$3.93K | ﹤0.01% | 252 |
|
|
2021
Q4 | $146K | Sell |
5,993
-7,859
| -57% | -$191K | ﹤0.01% | 260 |
|
|
2021
Q3 | $251K | Buy |
13,852
+4,102
| +42% | +$74.3K | ﹤0.01% | 200 |
|
|
2021
Q2 | $254K | Sell |
9,750
-2,378
| -20% | -$62K | ﹤0.01% | 217 |
|
|
2021
Q1 | $285K | Hold |
12,128
| – | – | ﹤0.01% | 195 |
|
|
2020
Q4 | $285K | Sell |
12,128
-1,724
| -12% | -$40.5K | ﹤0.01% | 195 |
|
|
2020
Q3 | $251K | Sell |
13,852
-1,613
| -10% | -$29.2K | ﹤0.01% | 200 |
|
|
2020
Q2 | $224K | Buy |
15,465
+644
| +4% | +$9.33K | ﹤0.01% | 203 |
|
|
2020
Q1 | $202K | Buy |
14,821
+1,315
| +10% | +$17.9K | ﹤0.01% | 198 |
|
|
2019
Q4 | $269K | Buy |
13,506
+1,164
| +9% | +$23.2K | ﹤0.01% | 188 |
|
|
2019
Q3 | $202K | Buy |
12,342
+2,289
| +23% | +$37.5K | ﹤0.01% | 185 |
|
|
2019
Q2 | $168K | Buy |
10,053
+5,814
| +137% | +$97.2K | ﹤0.01% | 187 |
|
|
2019
Q1 | $77K | Sell |
4,239
-6,802
| -62% | -$124K | ﹤0.01% | 206 |
|
|
2018
Q4 | $160K | Buy |
11,041
+3,480
| +46% | +$50.4K | ﹤0.01% | 168 |
|
|
2018
Q3 | $106K | Buy |
7,561
+5,888
| +352% | +$82.5K | ﹤0.01% | 172 |
|
|
2018
Q2 | $22K | Buy |
+1,673
| New | +$22K | ﹤0.01% | 181 |
|