West Paces Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37
| Closed | -$712 | – | 584 |
|
|
2023
Q4 | $712 | Buy |
+37
| New | +$712 | ﹤0.01% | 531 |
|
|
2023
Q3 | – | Sell |
-469
| Closed | -$9.72K | – | 524 |
|
|
2023
Q2 | $9.72K | Hold |
469
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $11.3K | Hold |
469
| – | – | ﹤0.01% | 353 |
|
|
2022
Q4 | $13.5K | Buy |
+469
| New | +$13.5K | ﹤0.01% | 327 |
|
|
2022
Q1 | – | Sell |
-237
| Closed | -$5.76K | – | 577 |
|
|
2021
Q4 | $5.76K | Buy |
237
+125
| +112% | +$3.04K | ﹤0.01% | 417 |
|
|
2021
Q3 | $2.56K | Hold |
112
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $2.92K | Buy |
+112
| New | +$2.92K | ﹤0.01% | 483 |
|
|
2017
Q4 | – | Sell |
-99
| Closed | -$1.09K | – | 468 |
|
|
2017
Q3 | $1.09K | Sell |
99
-226
| -70% | -$2.49K | ﹤0.01% | 460 |
|
|
2017
Q2 | $3.61K | Hold |
325
| – | – | ﹤0.01% | 413 |
|
|
2017
Q1 | $3.63K | Hold |
325
| – | – | ﹤0.01% | 414 |
|
|
2016
Q4 | $3.78K | Buy |
+325
| New | +$3.78K | ﹤0.01% | 431 |
|