Williams Jones Wealth Management’s SES AI SES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,600
| Closed | -$40.1K | – | 556 |
|
|
2023
Q1 | $40.1K | Buy |
+13,600
| New | +$40.1K | ﹤0.01% | 545 |
|
|
2022
Q4 | – | Sell |
-100,000
| Closed | -$488K | – | 582 |
|
|
2022
Q3 | $488K | Buy |
100,000
+9,500
| +10% | +$46.4K | 0.01% | 360 |
|
|
2022
Q2 | $356K | Hold |
90,500
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $819K | Buy |
90,500
+77,500
| +596% | +$701K | 0.01% | 286 |
|
|
2021
Q4 | $129K | Hold |
13,000
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $129K | Buy |
+13,000
| New | +$129K | ﹤0.01% | 464 |
|