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Personal CFO Solutions’s Atlas Energy Solutions AESI Stock Holding History

Personal CFO Solutions’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$134K Sell
10,043
-121
-1% -$1.62K 0.02% 477
2025
Q1 		$181K Sell
10,164
-2,586
-20% -$46.1K 0.04% 436
2024
Q4 		$283K Buy
12,750
+3,135
+33% +$69.5K 0.06% 343
2024
Q3 		$210K Buy
+9,615
New +$210K 0.03% 528