Diversified Trust’s Atlas Energy Solutions AESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,219
| Closed | -$204K | – | 929 |
|
|
2024
Q4 | $204K | Hold |
9,219
| – | – | 0.01% | 847 |
|
|
2024
Q3 | $201K | Buy |
+9,219
| New | +$201K | 0.01% | 834 |
|
|
2024
Q2 | – | Sell |
-9,219
| Closed | -$209K | – | 879 |
|
|
2024
Q1 | $209K | Buy |
+9,219
| New | +$209K | 0.01% | 744 |
|
|
2023
Q4 | – | Sell |
-9,219
| Closed | -$205K | – | 876 |
|
|
2023
Q3 | $205K | Buy |
+9,219
| New | +$205K | 0.01% | 744 |
|