TA
Tiedemann Advisors’s AES AES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-25,363
| Closed | -$326K | – | 225 |
|
2017
Q3 | $326K | Sell |
25,363
-26,985
| -52% | -$347K | 0.03% | 269 |
|
2017
Q2 | $582K | Buy |
52,348
+18,779
| +56% | +$209K | 0.04% | 295 |
|
2017
Q1 | $375K | Buy |
33,569
+8,717
| +35% | +$97.4K | 0.03% | 304 |
|
2016
Q4 | $289K | Buy |
+24,852
| New | +$289K | 0.03% | 267 |
|