CBIZ Investment Advisory Services’s Atlas Energy Solutions AESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
1,191
+20
| +2% | +$267 | ﹤0.01% | 291 |
|
|
2025
Q1 | $20.9K | Sell |
1,171
-183
| -14% | -$3.27K | ﹤0.01% | 224 |
|
|
2024
Q4 | $30K | Buy |
1,354
+523
| +63% | +$11.6K | ﹤0.01% | 155 |
|
|
2024
Q3 | $18.1K | Buy |
831
+182
| +28% | +$3.97K | ﹤0.01% | 207 |
|
|
2024
Q2 | $12.9K | Buy |
649
+360
| +125% | +$7.17K | ﹤0.01% | 235 |
|
|
2024
Q1 | $6.54K | Buy |
+289
| New | +$6.54K | ﹤0.01% | 274 |
|