Carson Wealth (CWM LLC)’s The AES Corporation AESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-221
| Closed | -$17K | – | 4869 |
|
|
2023
Q4 | $17K | Buy |
221
+108
| +96% | +$8.31K | ﹤0.01% | 2890 |
|
|
2023
Q3 | $7K | Buy |
113
+11
| +11% | +$681 | ﹤0.01% | 3337 |
|
|
2023
Q2 | $8K | Buy |
102
+62
| +155% | +$4.86K | ﹤0.01% | 3244 |
|
|
2023
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 3450 |
|
|
2022
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 3352 |
|
|
2022
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 3243 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 3266 |
|
|
2022
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 2972 |
|