Avion Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
101
+41
| +68% | +$406 | ﹤0.01% | 884 |
|
|
2025
Q1 | $0 | Buy |
+60
| New | – | ﹤0.01% | 976 |
|
|
2024
Q4 | – | Sell |
-66
| Closed | -$1K | – | 973 |
|
|
2024
Q3 | $1K | Buy |
66
+26
| +65% | +$394 | ﹤0.01% | 741 |
|
|
2024
Q2 | $0 | Sell |
40
-60
| -60% | – | ﹤0.01% | 870 |
|
|
2024
Q1 | $2K | Sell |
100
-37
| -27% | -$740 | ﹤0.01% | 616 |
|
|
2023
Q4 | $3K | Buy |
137
+77
| +128% | +$1.69K | ﹤0.01% | 462 |
|
|
2023
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 413 |
|
|
2022
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 415 |
|