Trifecta Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-92
| Closed | -$1.14K | – | 479 |
|
|
2025
Q1 | $1.14K | Buy |
92
+27
| +42% | +$335 | ﹤0.01% | 361 |
|
|
2024
Q4 | $837 | Hold |
65
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $1.3K | Hold |
65
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $1.14K | Hold |
65
| – | – | ﹤0.01% | 368 |
|
|
2024
Q1 | $1.17K | Hold |
65
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $1.25K | Sell |
65
-35
| -35% | -$674 | ﹤0.01% | 377 |
|
|
2023
Q3 | $1.52K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
|
2023
Q2 | $2.07K | Hold |
100
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $2.41K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2022
Q4 | $2.88K | Buy |
+100
| New | +$2.88K | ﹤0.01% | 263 |
|