Elevation Wealth Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$6 | – | 485 |
|
|
2025
Q1 | – | Hold |
0
| – | -$7 | – | 494 |
|
|
2024
Q4 | – | Hold |
0
| – | -$10 | – | 499 |
|
|
2024
Q3 | – | Hold |
0
| – | -$9 | – | 474 |
|
|
2024
Q2 | – | Hold |
0
| – | -$9 | – | 507 |
|
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 477 |
|
|
2023
Q4 | – | Hold |
0
| – | -$8 | – | 441 |
|
|
2023
Q3 | – | Hold |
0
| – | -$10 | – | 344 |
|
|
2023
Q2 | – | Hold |
0
| – | -$12 | – | 350 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 344 |
|