AWM
Activest Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-63
| Closed | -$782 | – | 1053 |
|
|
2025
Q1 | $782 | Buy |
+63
| New | +$782 | ﹤0.01% | 798 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 901 |
|
|
2023
Q1 | – | Sell |
-675
| Closed | -$16.9K | – | 321 |
|
|
2022
Q4 | $16.9K | Hold |
675
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $17K | Buy |
+675
| New | +$17K | 0.01% | 268 |
|