CIBC Private Wealth Group’s Atlas Energy Solutions AESI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-19,111
| Closed | -$247K | – | 3078 |
|
2025
Q1 | $247K | Hold |
19,111
| – | – | ﹤0.01% | 1009 |
|
2024
Q4 | $419K | Hold |
19,111
| – | – | ﹤0.01% | 918 |
|
2024
Q3 | $417K | Buy |
19,111
+3,962
| +26% | +$86.4K | ﹤0.01% | 925 |
|
2024
Q2 | $305K | Hold |
15,149
| – | – | ﹤0.01% | 948 |
|
2024
Q1 | $343K | Buy |
15,149
+38
| +0.3% | +$860 | ﹤0.01% | 925 |
|
2023
Q4 | $260K | Buy |
+15,111
| New | +$260K | ﹤0.01% | 981 |
|