JFS Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11 | Sell |
1
-836
| -100% | -$9.2K | ﹤0.01% | 1858 |
|
|
2025
Q1 | $10.4K | Buy |
837
+828
| +9,200% | +$10.3K | ﹤0.01% | 872 |
|
|
2024
Q4 | $116 | Sell |
9
-251
| -97% | -$3.24K | ﹤0.01% | 1877 |
|
|
2024
Q3 | $5.22K | Buy |
260
+78
| +43% | +$1.57K | ﹤0.01% | 1107 |
|
|
2024
Q2 | $3.2K | Sell |
182
-1
| -0.5% | -$18 | ﹤0.01% | 1245 |
|
|
2024
Q1 | $3.28K | Sell |
183
-104
| -36% | -$1.87K | ﹤0.01% | 1261 |
|
|
2023
Q4 | $5.53K | Buy |
287
+239
| +498% | +$4.6K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $730 | Sell |
48
-187
| -80% | -$2.84K | ﹤0.01% | 1661 |
|
|
2023
Q2 | $4.87K | Buy |
235
+50
| +27% | +$1.04K | ﹤0.01% | 1013 |
|
|
2023
Q1 | $4.46K | Sell |
185
-137
| -43% | -$3.3K | ﹤0.01% | 1040 |
|
|
2022
Q4 | $9.26K | Buy |
322
+27
| +9% | +$777 | ﹤0.01% | 740 |
|
|
2022
Q3 | $7K | Buy |
295
+123
| +72% | +$2.92K | ﹤0.01% | 836 |
|
|
2022
Q2 | $4K | Sell |
172
-39
| -18% | -$907 | ﹤0.01% | 1034 |
|
|
2022
Q1 | $5K | Buy |
211
+142
| +206% | +$3.37K | ﹤0.01% | 1012 |
|
|
2021
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1015 |
|
|
2016
Q2 | – | Sell |
-135
| Closed | -$2K | – | 500 |
|
|
2016
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 510 |
|
|
2015
Q4 | $1K | Sell |
135
-300
| -69% | -$2.22K | ﹤0.01% | 514 |
|
|
2015
Q3 | $4K | Buy |
435
+135
| +45% | +$1.24K | ﹤0.01% | 400 |
|
|
2015
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 416 |
|
|
2015
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 424 |
|
|
2014
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 441 |
|
|
2014
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 389 |
|
|
2014
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 368 |
|