DAS
Diversify Advisory Services’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
25,983
+5,079
| +24% | +$65.6K | 0.01% | 649 |
|
|
2025
Q1 | $217K | Buy |
20,904
+1,006
| +5% | +$10.4K | 0.01% | 594 |
|
|
2024
Q4 | $239K | Buy |
19,898
+5,016
| +34% | +$60.3K | 0.01% | 539 |
|
|
2024
Q3 | $253K | Sell |
14,882
-3,389
| -19% | -$57.6K | 0.01% | 540 |
|
|
2024
Q2 | $323K | Sell |
18,271
-22,389
| -55% | -$396K | 0.02% | 484 |
|
|
2024
Q1 | $735K | Buy |
+40,660
| New | +$735K | 0.04% | 319 |
|