Transamerica Financial Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 587 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 402 |
|
|
2015
Q3 | – | Sell |
-2
| Closed | -$1K | – | 835 |
|
|
2015
Q2 | $1K | Sell |
2
-605
| -100% | -$303K | ﹤0.01% | 775 |
|
|
2015
Q1 | $8K | Sell |
607
-45,163
| -99% | -$595K | ﹤0.01% | 644 |
|
|
2014
Q4 | $631K | Buy |
+45,770
| New | +$631K | 0.05% | 167 |
|