CWP
Concord Wealth Partners’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Hold |
1,000
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $12.4K | Hold |
1,000
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $12.9K | Sell |
1,000
-191
| -16% | -$2.46K | ﹤0.01% | 500 |
|
|
2024
Q3 | $23.9K | Buy |
1,191
+191
| +19% | +$3.83K | ﹤0.01% | 445 |
|
|
2024
Q2 | $17.6K | Hold |
1,000
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $17.9K | Hold |
1,000
| – | – | ﹤0.01% | 500 |
|
|
2023
Q4 | $19.3K | Hold |
1,000
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $15.2K | Hold |
1,000
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $20.7K | Hold |
1,000
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $24.1K | Hold |
1,000
| – | – | 0.01% | 461 |
|
|
2022
Q4 | $28.8K | Buy |
+1,000
| New | +$28.8K | 0.01% | 473 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$21K | – | 170 |
|
|
2022
Q2 | $21K | Hold |
1,000
| – | – | 0.01% | 528 |
|
|
2022
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 577 |
|
|
2021
Q4 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 600 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$26K | – | 896 |
|
|
2021
Q2 | $26K | Sell |
1,000
-14
| -1% | -$364 | 0.01% | 448 |
|
|
2021
Q1 | $27K | Buy |
1,014
+14
| +1% | +$373 | 0.01% | 422 |
|
|
2020
Q4 | $24K | Buy |
+1,000
| New | +$24K | 0.02% | 288 |
|