Accel Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-560
| Closed | -$13.5K | – | 185 |
|
|
2023
Q1 | $13.5K | Hold |
560
| – | – | 0.01% | 813 |
|
|
2022
Q4 | $16.1K | Hold |
560
| – | – | 0.01% | 596 |
|
|
2022
Q3 | $14K | Hold |
560
| – | – | 0.01% | 650 |
|
|
2022
Q2 | $11K | Hold |
560
| – | – | 0.01% | 681 |
|
|
2022
Q1 | $15K | Hold |
560
| – | – | 0.01% | 614 |
|
|
2021
Q4 | $14K | Hold |
560
| – | – | 0.01% | 636 |
|
|
2021
Q3 | $13K | Hold |
560
| – | – | 0.01% | 578 |
|
|
2021
Q2 | $15K | Buy |
+560
| New | +$15K | 0.01% | 604 |
|