Bogart Wealth LLC’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88K | Buy |
369
+34
| +10% | +$358 | ﹤0.01% | 988 |
|
|
2025
Q1 | $4.16K | Sell |
335
-676
| -67% | -$8.4K | ﹤0.01% | 924 |
|
|
2024
Q4 | $13K | Buy |
1,011
+741
| +274% | +$9.54K | ﹤0.01% | 670 |
|
|
2024
Q3 | $5.42K | Buy |
270
+150
| +125% | +$3.01K | ﹤0.01% | 812 |
|
|
2024
Q2 | $2.11K | Buy |
+120
| New | +$2.11K | ﹤0.01% | 923 |
|