Thomas J. Herzfeld Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-148
| Closed | -$2.25K | – | 161 |
|
|
2023
Q3 | $2.25K | Hold |
148
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $3.07K | Hold |
148
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $3.56K | Hold |
148
| – | – | ﹤0.01% | 268 |
|
|
2022
Q4 | $4.26K | Hold |
148
| – | – | ﹤0.01% | 252 |
|
|
2022
Q3 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 237 |
|