AT
Avalon Trust’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$129K | – | 430 |
|
|
2024
Q4 | $129K | Hold |
10,000
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $201K | Hold |
10,000
| – | – | 0.01% | 122 |
|
|
2024
Q2 | $176K | Hold |
10,000
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $179K | Hold |
10,000
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $193K | Hold |
10,000
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $152K | Sell |
10,000
-2,145
| -18% | -$32.6K | 0.02% | 134 |
|
|
2023
Q2 | $252K | Hold |
12,145
| – | – | 0.02% | 115 |
|
|
2023
Q1 | $292K | Buy |
+12,145
| New | +$292K | 0.03% | 103 |
|