Cornerstone Planning Group’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24K | Buy |
+97
| New | +$1.24K | ﹤0.01% | 1062 |
|
|
2025
Q1 | – | Sell |
-66
| Closed | -$755 | – | 1558 |
|
|
2024
Q4 | $755 | Sell |
66
-33
| -33% | -$378 | ﹤0.01% | 1027 |
|
|
2024
Q3 | $1.64K | Hold |
99
| – | – | ﹤0.01% | 823 |
|
|
2024
Q2 | $1.61K | Hold |
99
| – | – | ﹤0.01% | 832 |
|
|
2024
Q1 | $1.85K | Buy |
99
+91
| +1,138% | +$1.7K | ﹤0.01% | 676 |
|
|
2023
Q4 | $154 | Hold |
8
| – | – | ﹤0.01% | 877 |
|
|
2023
Q3 | $122 | Buy |
+8
| New | +$122 | ﹤0.01% | 1075 |
|