TD Private Client Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Sell |
2,255
-51
| -2% | -$537 | ﹤0.01% | 960 |
|
|
2025
Q1 | $28.6K | Sell |
2,306
-596
| -21% | -$7.4K | ﹤0.01% | 891 |
|
|
2024
Q4 | $37.3K | Sell |
2,902
-1,708
| -37% | -$22K | ﹤0.01% | 875 |
|
|
2024
Q3 | $92.5K | Buy |
4,610
+218
| +5% | +$4.37K | ﹤0.01% | 724 |
|
|
2024
Q2 | $77.2K | Buy |
4,392
+48
| +1% | +$843 | ﹤0.01% | 732 |
|
|
2024
Q1 | $77.9K | Sell |
4,344
-2,914
| -40% | -$52.2K | ﹤0.01% | 731 |
|
|
2023
Q4 | $140K | Buy |
7,258
+3,231
| +80% | +$62.2K | 0.01% | 628 |
|
|
2023
Q3 | $61.2K | Sell |
4,027
-136
| -3% | -$2.07K | ﹤0.01% | 737 |
|
|
2023
Q2 | $86.3K | Buy |
4,163
+50
| +1% | +$1.04K | ﹤0.01% | 686 |
|
|
2023
Q1 | $99K | Buy |
4,113
+883
| +27% | +$21.3K | ﹤0.01% | 649 |
|
|
2022
Q4 | $92.9K | Buy |
3,230
+308
| +11% | +$8.86K | ﹤0.01% | 635 |
|
|
2022
Q3 | $66K | Buy |
2,922
+314
| +12% | +$7.1K | ﹤0.01% | 682 |
|
|
2022
Q2 | $54.8K | Sell |
2,608
-36
| -1% | -$756 | ﹤0.01% | 714 |
|
|
2022
Q1 | $68K | Buy |
2,644
+751
| +40% | +$19.3K | ﹤0.01% | 710 |
|
|
2021
Q4 | $46K | Sell |
1,893
-870
| -31% | -$21.1K | ﹤0.01% | 755 |
|
|
2021
Q3 | $63.1K | Sell |
2,763
-203
| -7% | -$4.63K | ﹤0.01% | 706 |
|
|
2021
Q2 | $77.3K | Buy |
2,966
+156
| +6% | +$4.07K | ﹤0.01% | 656 |
|
|
2021
Q1 | $75.3K | Buy |
2,810
+10
| +0.4% | +$268 | ﹤0.01% | 641 |
|
|
2020
Q4 | $65.8K | Sell |
2,800
-51
| -2% | -$1.2K | ﹤0.01% | 616 |
|
|
2020
Q3 | $51.6K | Sell |
2,851
-488
| -15% | -$8.84K | ﹤0.01% | 607 |
|
|
2020
Q2 | $48.4K | Buy |
3,339
+500
| +18% | +$7.25K | ﹤0.01% | 616 |
|
|
2020
Q1 | $38.6K | Buy |
2,839
+740
| +35% | +$10.1K | ﹤0.01% | 613 |
|
|
2019
Q4 | $41.8K | Buy |
+2,099
| New | +$41.8K | ﹤0.01% | 630 |
|