EHWM

Eads & Heald Wealth Management’s AES AES Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13,180	Closed	-$185K	–	125
2018 Q3	$185K	Sell	13,180 -845	-6%	-$11.9K	0.11%	126
2018 Q2	$188K	Buy	14,025 +1,270	+10%	+$17K	0.12%	125
2018 Q1	$145K	Buy	+12,755	New	+$145K	0.09%	122