Winslow Evans & Crocker’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $801K | Sell |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $550K | Hold |
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|
2019
Q4 | $804K | Sell |
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|
2019
Q3 | $664K | Hold |
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|
2019
Q2 | $682K | Sell |
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|
2019
Q1 | $746K | Buy |
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|
2018
Q4 | $552K | Hold |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $512K | Hold |
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|
2018
Q1 | $432K | Hold |
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|
2017
Q4 | $412K | Hold |
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|
2017
Q3 | $419K | Hold |
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|
2017
Q2 | $422K | Hold |
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|
2017
Q1 | $425K | Hold |
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|
2016
Q4 | $442K | Hold |
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|
2016
Q3 | $488K | Hold |
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|
2016
Q2 | $474K | Hold |
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|
2016
Q1 | $448K | Hold |
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|
2015
Q4 | $364K | Hold |
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|
2015
Q3 | $372K | Hold |
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|
2015
Q2 | $504K | Buy |
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|
2015
Q1 | $475K | Buy |
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|
2014
Q4 | $309K | Hold |
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|
2014
Q3 | $318K | Sell |
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|
2014
Q2 | $352K | Sell |
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|
2014
Q1 | $351K | Buy |
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|
2013
Q4 | $37K | Buy |
|