Adams Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.06M | Buy |
|
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $304K | Sell |
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|
2020
Q2 | $258K | Buy |
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