Washington Trust Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-513
| Closed | -$6.6K | – | 642 |
|
|
2024
Q4 | $6.6K | Sell |
513
-299
| -37% | -$3.85K | ﹤0.01% | 530 |
|
|
2024
Q3 | $16.3K | Buy |
812
+19
| +2% | +$381 | ﹤0.01% | 426 |
|
|
2024
Q2 | $13.9K | Buy |
793
+103
| +15% | +$1.81K | ﹤0.01% | 429 |
|
|
2024
Q1 | $12.4K | Buy |
690
+223
| +48% | +$4K | ﹤0.01% | 453 |
|
|
2023
Q4 | $8.99K | Hold |
467
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $7.1K | Sell |
467
-178
| -28% | -$2.71K | ﹤0.01% | 510 |
|
|
2023
Q2 | $13.4K | Sell |
645
-1,601
| -71% | -$33.2K | ﹤0.01% | 421 |
|
|
2023
Q1 | $54.1K | Sell |
2,246
-125
| -5% | -$3.01K | 0.01% | 302 |
|
|
2022
Q4 | $68.2K | Sell |
2,371
-2,579
| -52% | -$74.2K | 0.01% | 281 |
|
|
2022
Q3 | $112K | Buy |
4,950
+25
| +0.5% | +$566 | 0.01% | 261 |
|
|
2022
Q2 | $103K | Sell |
4,925
-19,693
| -80% | -$412K | 0.01% | 284 |
|
|
2022
Q1 | $633K | Buy |
24,618
+40
| +0.2% | +$1.03K | 0.04% | 140 |
|
|
2021
Q4 | $597K | Buy |
+24,578
| New | +$597K | 0.04% | 148 |
|