Independent Solutions Wealth Management’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,180	Closed	-$315K	–	201
2023 Q2	$315K	Sell	15,180 -1,897	-11%	-$39.3K	0.08%	162
2023 Q1	$411K	Sell	17,077 -2,971	-15%	-$71.5K	0.12%	132
2022 Q4	$577K	Buy	20,048 +392	+2%	+$11.3K	0.18%	111
2022 Q3	$444K	Buy	+19,656	New	+$444K	0.15%	123