FirstPurpose Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $262K | Buy |
14,840
+520
| +4% | +$9.19K | 0.1% | 171 |
|
|
2023
Q4 | $276K | Buy |
14,320
+2,442
| +21% | +$47K | 0.11% | 161 |
|
|
2023
Q3 | $181K | Buy |
+11,878
| New | +$181K | 0.08% | 189 |
|
|
2023
Q1 | – | Sell |
-7,122
| Closed | -$205K | – | 191 |
|
|
2022
Q4 | $205K | Buy |
+7,122
| New | +$205K | 0.11% | 172 |
|