DiNuzzo Private Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253 | Buy |
24
+8
| +50% | +$84 | ﹤0.01% | 1212 |
|
|
2025
Q1 | $199 | Sell |
16
-21
| -57% | -$261 | ﹤0.01% | 1237 |
|
|
2024
Q4 | $477 | Sell |
37
-6
| -14% | -$77 | ﹤0.01% | 1096 |
|
|
2024
Q3 | $863 | Buy |
43
+3
| +8% | +$60 | ﹤0.01% | 913 |
|
|
2024
Q2 | $703 | Buy |
40
+10
| +33% | +$176 | ﹤0.01% | 928 |
|
|
2024
Q1 | $538 | Sell |
30
-36
| -55% | -$646 | ﹤0.01% | 947 |
|
|
2023
Q4 | $1.27K | Buy |
+66
| New | +$1.27K | ﹤0.01% | 613 |
|