TrinityPoint Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,832
| Closed | -$1M | – | 241 |
|
|
2020
Q4 | $1M | Sell |
40,832
-2,510
| -6% | -$61.7K | 0.24% | 92 |
|
|
2020
Q3 | $785K | Sell |
43,342
-365
| -0.8% | -$6.61K | 0.22% | 106 |
|
|
2020
Q2 | $633K | Buy |
43,707
+2,750
| +7% | +$39.8K | 0.2% | 112 |
|
|
2020
Q1 | $557K | Buy |
+40,957
| New | +$557K | 0.22% | 111 |
|