FWM
FSA Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23K | Hold |
592
| – | – | ﹤0.01% | 356 |
|
|
2025
Q1 | $7.35K | Hold |
592
| – | – | ﹤0.01% | 313 |
|
|
2024
Q4 | $7.62K | Hold |
592
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $11.9K | Buy |
+592
| New | +$11.9K | ﹤0.01% | 290 |
|
|
2024
Q1 | $10.6K | Hold |
592
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $11K | Buy |
+592
| New | +$11K | 0.01% | 302 |
|
|
2021
Q1 | – | Sell |
-460
| Closed | -$11K | – | 54 |
|
|
2020
Q4 | $11K | Buy |
+460
| New | +$11K | 0.01% | 253 |
|
|
2020
Q3 | – | Sell |
-460
| Closed | -$7K | – | 65 |
|
|
2020
Q2 | $7K | Hold |
460
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $6K | Hold |
460
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $9K | Buy |
+460
| New | +$9K | 0.01% | 319 |
|