Wealthfront’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.59M | Buy |
113,202
+22,470
| +25% | +$315K | 0.02% | 166 |
|
|
2018
Q2 | $1.22M | Buy |
90,732
+21,165
| +30% | +$284K | 0.01% | 213 |
|
|
2018
Q1 | $791K | Buy |
69,567
+8,502
| +14% | +$96.7K | 0.01% | 299 |
|
|
2017
Q4 | $661K | Buy |
61,065
+29,068
| +91% | +$315K | 0.01% | 299 |
|
|
2017
Q3 | $353K | Buy |
31,997
+9,532
| +42% | +$105K | ﹤0.01% | 394 |
|
|
2017
Q2 | $250K | Buy |
22,465
+11,876
| +112% | +$132K | ﹤0.01% | 407 |
|
|
2017
Q1 | $118K | Buy |
10,589
+433
| +4% | +$4.83K | ﹤0.01% | 425 |
|
|
2016
Q4 | $118K | Sell |
10,156
-549
| -5% | -$6.38K | ﹤0.01% | 382 |
|
|
2016
Q3 | $138K | Buy |
+10,705
| New | +$138K | ﹤0.01% | 373 |
|
|
2015
Q4 | – | Sell |
-4,889
| Closed | -$48K | – | 311 |
|
|
2015
Q3 | $48K | Sell |
4,889
-1,603
| -25% | -$15.7K | ﹤0.01% | 524 |
|
|
2015
Q2 | $86K | Buy |
6,492
+3,603
| +125% | +$47.7K | ﹤0.01% | 431 |
|
|
2015
Q1 | $37K | Sell |
2,889
-305
| -10% | -$3.91K | ﹤0.01% | 497 |
|
|
2014
Q4 | $44K | Buy |
3,194
+554
| +21% | +$7.63K | ﹤0.01% | 495 |
|
|
2014
Q3 | $37K | Buy |
2,640
+806
| +44% | +$11.3K | ﹤0.01% | 461 |
|
|
2014
Q2 | $28K | Buy |
1,834
+626
| +52% | +$9.56K | ﹤0.01% | 459 |
|
|
2014
Q1 | $17K | Buy |
+1,208
| New | +$17K | ﹤0.01% | 453 |
|