EverSource Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Sell |
4,750
-610
| -11% | -$6.42K | ﹤0.01% | 1612 |
|
|
2025
Q1 | $66.6K | Sell |
5,360
-935
| -15% | -$11.6K | ﹤0.01% | 1091 |
|
|
2024
Q4 | $81K | Buy |
6,295
+3,080
| +96% | +$39.6K | ﹤0.01% | 978 |
|
|
2024
Q3 | $64.5K | Buy |
3,215
+71
| +2% | +$1.42K | ﹤0.01% | 961 |
|
|
2024
Q2 | $55.9K | Buy |
3,144
+111
| +4% | +$1.98K | ﹤0.01% | 1037 |
|
|
2024
Q1 | $54.3K | Sell |
3,033
-1,956
| -39% | -$35K | ﹤0.01% | 949 |
|
|
2023
Q4 | $96K | Buy |
4,989
+1,439
| +41% | +$27.7K | 0.01% | 653 |
|
|
2023
Q3 | $54K | Buy |
3,550
+1,300
| +58% | +$19.8K | 0.01% | 778 |
|
|
2023
Q2 | $46.7K | Buy |
2,250
+116
| +5% | +$2.41K | 0.01% | 864 |
|
|
2023
Q1 | $51.4K | Buy |
2,134
+104
| +5% | +$2.5K | 0.01% | 787 |
|
|
2022
Q4 | $58.4K | Buy |
2,030
+1,087
| +115% | +$31.3K | 0.01% | 703 |
|
|
2022
Q3 | $21K | Buy |
943
+803
| +574% | +$17.9K | ﹤0.01% | 880 |
|
|
2022
Q2 | $3K | Buy |
140
+38
| +37% | +$814 | ﹤0.01% | 1372 |
|
|
2022
Q1 | $2K | Buy |
102
+57
| +127% | +$1.12K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1670 |
|