BerganKDV Wealth Management’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$43.6K Buy
2022
Q4
$374 Buy
2020
Q3
Sell
2020
Q2
$5K Buy
2020
Q1
$1K Hold
2019
Q4
$2K Hold
2019
Q3
$1K Hold
2019
Q2
$1K Hold
2019
Q1
$2K Hold
2018
Q4
$1K Buy