Evanson Asset Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,500
| Closed | -$174K | – | 308 |
|
|
2024
Q4 | $174K | Hold |
13,500
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $271K | Hold |
13,500
| – | – | 0.02% | 262 |
|
|
2024
Q2 | $237K | Hold |
13,500
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $242K | Hold |
13,500
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $260K | Hold |
13,500
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $205K | Buy |
+13,500
| New | +$205K | 0.02% | 262 |
|