KMWM
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Keudell/Morrison Wealth Management’s AES AES Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,123
Closed -$222K – 176
2021
Q4 		$222K Buy
+9,123
New +$222K 0.09% 172