Wealthspire Advisors (Maryland)’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,881
| Closed | -$161K | – | 491 |
|
|
2019
Q1 | $161K | Sell |
8,881
-1,987
| -18% | -$36K | 0.01% | 487 |
|
|
2018
Q4 | $157K | Buy |
10,868
+1,314
| +14% | +$19K | 0.01% | 460 |
|
|
2018
Q3 | $134K | Hold |
9,554
| – | – | 0.01% | 572 |
|
|
2018
Q2 | $128K | Buy |
9,554
+616
| +7% | +$8.25K | 0.01% | 605 |
|
|
2018
Q1 | $102K | Buy |
8,938
+2,099
| +31% | +$24K | 0.01% | 704 |
|
|
2017
Q4 | $74K | Buy |
6,839
+4,410
| +182% | +$47.7K | 0.01% | 836 |
|
|
2017
Q3 | $27K | Sell |
2,429
-85
| -3% | -$945 | ﹤0.01% | 1189 |
|
|
2017
Q2 | $28K | Buy |
2,514
+523
| +26% | +$5.83K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $22K | Buy |
1,991
+513
| +35% | +$5.67K | ﹤0.01% | 1042 |
|
|
2016
Q4 | $17K | Sell |
1,478
-137
| -8% | -$1.58K | ﹤0.01% | 1063 |
|
|
2016
Q3 | $21K | Buy |
1,615
+167
| +12% | +$2.17K | ﹤0.01% | 1032 |
|
|
2016
Q2 | $18K | Buy |
1,448
+119
| +9% | +$1.48K | ﹤0.01% | 1022 |
|
|
2016
Q1 | $16K | Buy |
1,329
+308
| +30% | +$3.71K | ﹤0.01% | 1033 |
|
|
2015
Q4 | $10K | Buy |
+1,021
| New | +$10K | ﹤0.01% | 1188 |
|