Carson Wealth (CWM LLC)
AESC

Carson Wealth (CWM LLC)’s The AES Corporation AESC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AESC Stock Details AESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-221
Closed -$17K – 4875
2023
Q4 		$17K Buy
221
+108
+96% +$7K ﹤0.01% 2893
2023
Q3 		$7K Buy
113
+11
+11% +$831 ﹤0.01% 3340
2023
Q2 		$8K Buy
102
+62
+155% +$5.26K ﹤0.01% 3248
2023
Q1 		$4K Hold
40
– – ﹤0.01% 3454
2022
Q4 		$4K Hold
40
– – ﹤0.01% 3355
2022
Q3 		$4K Hold
40
– – ﹤0.01% 3247
2022
Q2 		$3K Hold
40
– – ﹤0.01% 3274
2022
Q1 		$4K Buy
+40
New +$3.65K ﹤0.01% 2983

Carson Wealth (CWM LLC)'s AESC Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of The AES Corporation (AESC) in Q1 2024, closing a stake of 221 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in AESC in Q1 2022 and held it in 8 quarters. The position peaked at $17K in Q4 2023. 0 funds tracked by Wall St. Rank hold AESC as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining The AES Corporation position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 221 The AES Corporation shares in Q1 2024, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in The AES Corporation in Q1 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s The AES Corporation position peaked at $17K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held The AES Corporation as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.