Carolinas Wealth Consulting’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45
| Closed | -$559 | – | 21 |
|
|
2025
Q1 | $559 | Sell |
45
-124
| -73% | -$1.54K | ﹤0.01% | 959 |
|
|
2024
Q4 | $2.18K | Buy |
169
+75
| +80% | +$966 | ﹤0.01% | 816 |
|
|
2024
Q3 | $1.89K | Buy |
94
+5
| +6% | +$100 | ﹤0.01% | 829 |
|
|
2024
Q2 | $1.56K | Buy |
89
+10
| +13% | +$176 | ﹤0.01% | 841 |
|
|
2024
Q1 | $1.42K | Sell |
79
-44
| -36% | -$789 | ﹤0.01% | 840 |
|
|
2023
Q4 | $2.37K | Hold |
123
| – | – | ﹤0.01% | 722 |
|
|
2023
Q3 | $1.83K | Sell |
123
-187
| -60% | -$2.79K | ﹤0.01% | 759 |
|
|
2023
Q2 | $6.43K | Buy |
310
+2
| +0.6% | +$41 | ﹤0.01% | 647 |
|
|
2023
Q1 | $7.41K | Buy |
308
+2
| +0.7% | +$48 | ﹤0.01% | 646 |
|
|
2022
Q4 | $8.8K | Buy |
306
+283
| +1,230% | +$8.14K | ﹤0.01% | 636 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 788 |
|
|
2022
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 821 |
|