WEC
Winslow Evans & Crocker’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.05M | Buy |
44,550
+325
| +0.7% | +$7.64K | 0.2% | 123 |
|
|
2020
Q3 | $801K | Sell |
44,225
-1,000
| -2% | -$18.1K | 0.2% | 116 |
|
|
2020
Q2 | $655K | Buy |
45,225
+4,999
| +12% | +$72.4K | 0.17% | 126 |
|
|
2020
Q1 | $550K | Hold |
40,226
| – | – | 0.18% | 123 |
|
|
2019
Q4 | $804K | Sell |
40,226
-300
| -0.7% | -$6K | 0.2% | 110 |
|
|
2019
Q3 | $664K | Hold |
40,526
| – | – | 0.19% | 120 |
|
|
2019
Q2 | $682K | Sell |
40,526
-574
| -1% | -$9.66K | 0.19% | 121 |
|
|
2019
Q1 | $746K | Buy |
41,100
+3,100
| +8% | +$56.3K | 0.21% | 106 |
|
|
2018
Q4 | $552K | Hold |
38,000
| – | – | 0.19% | 120 |
|
|
2018
Q3 | $532K | Hold |
38,000
| – | – | 0.16% | 143 |
|
|
2018
Q2 | $512K | Hold |
38,000
| – | – | 0.16% | 137 |
|
|
2018
Q1 | $432K | Hold |
38,000
| – | – | 0.14% | 146 |
|
|
2017
Q4 | $412K | Hold |
38,000
| – | – | 0.13% | 166 |
|
|
2017
Q3 | $419K | Hold |
38,000
| – | – | 0.14% | 159 |
|
|
2017
Q2 | $422K | Hold |
38,000
| – | – | 0.12% | 199 |
|
|
2017
Q1 | $425K | Hold |
38,000
| – | – | 0.13% | 164 |
|
|
2016
Q4 | $442K | Hold |
38,000
| – | – | 0.14% | 156 |
|
|
2016
Q3 | $488K | Hold |
38,000
| – | – | 0.14% | 156 |
|
|
2016
Q2 | $474K | Hold |
38,000
| – | – | 0.14% | 151 |
|
|
2016
Q1 | $448K | Hold |
38,000
| – | – | 0.14% | 154 |
|
|
2015
Q4 | $364K | Hold |
38,000
| – | – | 0.1% | 203 |
|
|
2015
Q3 | $372K | Hold |
38,000
| – | – | 0.12% | 181 |
|
|
2015
Q2 | $504K | Buy |
38,000
+1,000
| +3% | +$13.3K | 0.14% | 169 |
|
|
2015
Q1 | $475K | Buy |
37,000
+14,556
| +65% | +$187K | 0.13% | 170 |
|
|
2014
Q4 | $309K | Hold |
22,444
| – | – | 0.09% | 224 |
|
|
2014
Q3 | $318K | Sell |
22,444
-218
| -1% | -$3.09K | 0.09% | 234 |
|
|
2014
Q2 | $352K | Sell |
22,662
-1,907
| -8% | -$29.7K | 0.12% | 193 |
|
|
2014
Q1 | $351K | Buy |
24,569
+22,000
| +856% | +$314K | 0.12% | 192 |
|
|
2013
Q4 | $37K | Buy |
+2,569
| New | +$37K | 0.01% | 560 |
|