Wright Investors Service’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,749
| Closed | -$510K | – | 149 |
|
|
2022
Q4 | $510K | Hold |
17,749
| – | – | 0.15% | 120 |
|
|
2022
Q3 | $401K | Buy |
17,749
+5
| +0% | +$113 | 0.13% | 124 |
|
|
2022
Q2 | $373K | Buy |
+17,744
| New | +$373K | 0.11% | 136 |
|
|
2021
Q3 | – | Sell |
-32,377
| Closed | -$844K | – | 145 |
|
|
2021
Q2 | $844K | Sell |
32,377
-113
| -0.3% | -$2.95K | 0.23% | 104 |
|
|
2021
Q1 | $871K | Sell |
32,490
-133
| -0.4% | -$3.57K | 0.26% | 102 |
|
|
2020
Q4 | $767K | Sell |
32,623
-25,773
| -44% | -$606K | 0.26% | 100 |
|
|
2020
Q3 | $1.06M | Hold |
58,396
| – | – | 0.38% | 74 |
|
|
2020
Q2 | $846K | Sell |
58,396
-416
| -0.7% | -$6.03K | 0.32% | 83 |
|
|
2020
Q1 | $800K | Sell |
58,812
-571
| -1% | -$7.77K | 0.34% | 77 |
|
|
2019
Q4 | $1.18M | Sell |
59,383
-577
| -1% | -$11.5K | 0.4% | 74 |
|
|
2019
Q3 | $980K | Sell |
59,960
-368
| -0.6% | -$6.02K | 0.35% | 75 |
|
|
2019
Q2 | $1.01M | Buy |
60,328
+17,846
| +42% | +$299K | 0.39% | 74 |
|
|
2019
Q1 | $768K | Buy |
+42,482
| New | +$768K | 0.31% | 82 |
|