Coppell Advisory Solutions’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,866
| Closed | -$23.6K | – | 361 |
|
|
2024
Q4 | $23.6K | Buy |
1,866
+653
| +54% | +$8.26K | ﹤0.01% | 812 |
|
|
2024
Q3 | $24.3K | Sell |
1,213
-23
| -2% | -$462 | ﹤0.01% | 780 |
|
|
2024
Q2 | $21.7K | Buy |
+1,236
| New | +$21.7K | ﹤0.01% | 751 |
|
|
2023
Q4 | $24.9K | Buy |
1,294
+821
| +174% | +$15.8K | 0.01% | 668 |
|
|
2023
Q3 | $13.6K | Buy |
473
+81
| +21% | +$2.33K | ﹤0.01% | 559 |
|
|
2023
Q2 | $8.01K | Buy |
+392
| New | +$8.01K | ﹤0.01% | 745 |
|
|
2023
Q1 | – | Sell |
-946
| Closed | -$27.2K | – | 220 |
|
|
2022
Q4 | $27.2K | Buy |
+946
| New | +$27.2K | 0.01% | 449 |
|