Avior Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-252
| Closed | -$3.24K | – | 768 |
|
|
2024
Q4 | $3.24K | Buy |
252
+222
| +740% | +$2.86K | ﹤0.01% | 2000 |
|
|
2024
Q3 | $601 | Buy |
+30
| New | +$601 | ﹤0.01% | 2148 |
|
|
2024
Q2 | – | Sell |
-1,791
| Closed | -$32.1K | – | 2280 |
|
|
2024
Q1 | $32.1K | Buy |
1,791
+1,769
| +8,041% | +$31.7K | ﹤0.01% | 1408 |
|
|
2023
Q4 | $423 | Hold |
22
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q3 | $334 | Hold |
22
| – | – | ﹤0.01% | 1522 |
|
|
2023
Q2 | $456 | Sell |
22
-1,250
| -98% | -$25.9K | ﹤0.01% | 1467 |
|
|
2023
Q1 | $30.6K | Hold |
1,272
| – | – | ﹤0.01% | 872 |
|
|
2022
Q4 | $36.6K | Buy |
1,272
+1,250
| +5,682% | +$35.9K | ﹤0.01% | 674 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 997 |
|