Personal CFO Solutions’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+20,809
| New | +$219K | 0.04% | 441 |
|
|
2024
Q4 | – | Sell |
-26,833
| Closed | -$538K | – | 459 |
|
|
2024
Q3 | $538K | Buy |
26,833
+2,808
| +12% | +$56.3K | 0.08% | 248 |
|
|
2024
Q2 | $422K | Buy |
+24,025
| New | +$422K | 0.06% | 289 |
|
|
2022
Q3 | – | Sell |
-13,507
| Closed | -$284K | – | 416 |
|
|
2022
Q2 | $284K | Buy |
+13,507
| New | +$284K | 0.07% | 278 |
|
|
2020
Q2 | – | Sell |
-13,556
| Closed | -$184K | – | 314 |
|
|
2020
Q1 | $184K | Buy |
13,556
+553
| +4% | +$7.51K | 0.07% | 245 |
|
|
2019
Q4 | $280K | Buy |
13,003
+34
| +0.3% | +$732 | 0.08% | 229 |
|
|
2019
Q3 | $212K | Buy |
+12,969
| New | +$212K | 0.08% | 260 |
|