Avantax Planning Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
+15,451
| New | +$163K | 0.01% | 436 |
|
|
2018
Q4 | – | Sell |
-625
| Closed | -$9K | – | 290 |
|
|
2018
Q3 | $9K | Buy |
+625
| New | +$9K | ﹤0.01% | 900 |
|
|
2018
Q2 | – | Sell |
-2,451
| Closed | -$28K | – | 256 |
|
|
2018
Q1 | $28K | Buy |
+2,451
| New | +$28K | ﹤0.01% | 660 |
|