Wambolt & Associates’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,397
| Closed | -$221K | – | 241 |
|
|
2021
Q2 | $221K | Sell |
8,397
-572
| -6% | -$15.1K | 0.09% | 229 |
|
|
2021
Q1 | $243K | Buy |
8,969
+4
| +0% | +$108 | 0.13% | 194 |
|
|
2020
Q4 | $211K | Buy |
+8,965
| New | +$211K | 0.13% | 194 |
|
|
2020
Q1 | – | Sell |
-11,693
| Closed | -$233K | – | 159 |
|
|
2019
Q4 | $233K | Buy |
11,693
+16
| +0.1% | +$319 | 0.18% | 155 |
|
|
2019
Q3 | $191K | Buy |
11,677
+19
| +0.2% | +$311 | 0.16% | 155 |
|
|
2019
Q2 | $195K | Buy |
11,658
+17
| +0.1% | +$284 | 0.17% | 154 |
|
|
2019
Q1 | $211K | Sell |
11,641
-723
| -6% | -$13.1K | 0.19% | 140 |
|
|
2018
Q4 | $179K | Buy |
+12,364
| New | +$179K | 0.2% | 138 |
|