AWM
Abound Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36K | Buy |
224
+48
| +27% | +$505 | ﹤0.01% | 722 |
|
|
2025
Q1 | $2.19K | Buy |
+176
| New | +$2.19K | ﹤0.01% | 685 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$16 | – | 1293 |
|
|
2023
Q4 | $16 | Sell |
1
-88
| -99% | -$1.41K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $1.35K | Sell |
89
-25
| -22% | -$380 | ﹤0.01% | 672 |
|
|
2023
Q2 | $2.37K | Buy |
114
+25
| +28% | +$519 | ﹤0.01% | 618 |
|
|
2023
Q1 | $2.14K | Hold |
89
| – | – | ﹤0.01% | 583 |
|
|
2022
Q4 | $2.56K | Buy |
89
+18
| +25% | +$518 | ﹤0.01% | 498 |
|
|
2022
Q3 | $1.61K | Buy |
+71
| New | +$1.61K | ﹤0.01% | 525 |
|