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Balboa Wealth Partners’s AES AES Stock Holding History

Balboa Wealth Partners’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,016
Closed -$201K – 340
2024
Q3 		$201K Sell
10,016
-12,001
-55% -$241K 0.05% 268
2024
Q2 		$387K Buy
+22,017
New +$387K 0.1% 155