EverSource Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.3K | Sell |
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|
2025
Q2 | $50K | Sell |
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|
2025
Q1 | $66.6K | Sell |
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|
2024
Q4 | $81K | Buy |
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|
2024
Q3 | $64.5K | Buy |
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|
2024
Q2 | $55.9K | Buy |
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|
2024
Q1 | $54.3K | Sell |
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|
2023
Q4 | $96K | Buy |
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|
2023
Q3 | $54K | Buy |
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|
2023
Q2 | $46.7K | Buy |
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|
2023
Q1 | $51.4K | Buy |
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|
2022
Q4 | $58.4K | Buy |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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