IHT Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $143K | Buy |
+13,583
| New | +$143K | ﹤0.01% | 1115 |
|
2024
Q4 | – | Sell |
-15,186
| Closed | -$306K | – | 1080 |
|
2024
Q3 | $306K | Buy |
+15,186
| New | +$306K | 0.01% | 906 |
|
2024
Q1 | – | Sell |
-10,035
| Closed | -$193K | – | 1010 |
|
2023
Q4 | $193K | Buy |
+10,035
| New | +$193K | 0.01% | 914 |
|
2018
Q2 | – | Sell |
-1,920
| Closed | -$22K | – | 429 |
|
2018
Q1 | $22K | Hold |
1,920
| – | – | 0.01% | 933 |
|
2017
Q4 | $21K | Hold |
1,920
| – | – | 0.01% | 969 |
|
2017
Q3 | $22K | Hold |
1,920
| – | – | 0.01% | 741 |
|
2017
Q2 | $21 | Buy |
+1,920
| New | +$21 | 0.01% | 764 |
|