TRUE Private Wealth Advisors’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 |
-184
| Closed | -$4K | – | 243 |
|
|
2020
Q4 | $4K | Hold |
184
| – | – | ﹤0.01% | 613 |
|
|
2020
Q3 | $3K | Hold |
184
| – | – | ﹤0.01% | 594 |
|
|
2020
Q2 | $2K | Hold |
184
| – | – | ﹤0.01% | 614 |
|
|
2020
Q1 | $2K | Buy |
+184
| New | +$2K | ﹤0.01% | 594 |
|
|
2018
Q4 | – | Sell |
-84
| Closed | -$1.18K | – | 239 |
|
|
2018
Q3 | $1.18K | Buy |
+84
| New | +$1.18K | ﹤0.01% | 1057 |
|