Bartlett & Co 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
Q2 | $18.3K | Buy |
1,739
+70
| +4% | +$736 | ﹤0.01% | 829 |
|
|
2025
Q1 | $20.7K | Hold |
1,669
| – | – | ﹤0.01% | 808 |
|
|
2024
Q4 | $21.5K | Buy |
1,669
+1,666
| +55,533% | +$21.4K | ﹤0.01% | 797 |
|
|
2024
Q3 | $60 | Hold |
3
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q2 | $53 | Hold |
3
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q1 | $54 | Buy |
+3
| New | +$54 | ﹤0.01% | 1117 |
|