Atria Wealth Solutions’s The AES Corporation AESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,895
| Closed | -$449K | – | 2069 |
|
|
2023
Q4 | $449K | Sell |
5,895
-472
| -7% | -$35.9K | 0.01% | 1262 |
|
|
2023
Q3 | $388K | Sell |
6,367
-37
| -0.6% | -$2.26K | 0.01% | 1255 |
|
|
2023
Q2 | $523K | Sell |
6,404
-14
| -0.2% | -$1.14K | 0.01% | 1132 |
|
|
2023
Q1 | $574K | Sell |
6,418
-5
| -0.1% | -$448 | 0.01% | 1049 |
|
|
2022
Q4 | $655K | Buy |
6,423
+461
| +8% | +$47K | 0.01% | 950 |
|
|
2022
Q3 | $527K | Buy |
5,962
+1,633
| +38% | +$144K | 0.01% | 987 |
|
|
2022
Q2 | $374K | Buy |
+4,329
| New | +$374K | 0.01% | 1082 |
|