EA
Everpar Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
16,131
+3,661
| +29% | +$38.5K | 0.08% | 265 |
|
|
2025
Q1 | $155K | Sell |
12,470
-6,822
| -35% | -$84.7K | 0.08% | 251 |
|
|
2024
Q4 | $248K | Buy |
19,292
+4,350
| +29% | +$56K | 0.13% | 227 |
|
|
2024
Q3 | $300K | Buy |
14,942
+1,729
| +13% | +$34.7K | 0.16% | 187 |
|
|
2024
Q2 | $232K | Buy |
+13,213
| New | +$232K | 0.12% | 234 |
|
|
2024
Q1 | – | Sell |
-31,798
| Closed | -$612K | – | 233 |
|
|
2023
Q4 | $612K | Buy |
+31,798
| New | +$612K | 0.28% | 126 |
|