BWM
BCS Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+19,054
| New | +$200K | 0.04% | 258 |
|
|
2022
Q3 | – | Sell |
-14,158
| Closed | -$297K | – | 179 |
|
|
2022
Q2 | $297K | Buy |
+14,158
| New | +$297K | 0.13% | 136 |
|
|
2022
Q1 | – | Sell |
-12,100
| Closed | -$294K | – | 190 |
|
|
2021
Q4 | $294K | Buy |
+12,100
| New | +$294K | 0.11% | 162 |
|