Axxcess Wealth Management’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,670	Closed	-$346K	–	887
2024 Q2	$346K	Buy	19,670 +6,670	+51%	+$117K	0.01%	612
2024 Q1	$233K	Buy	+13,000	New	+$233K	0.01%	753