PWA
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Principia Wealth Advisory’s AES AES Stock Holding History

Principia Wealth Advisory’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231 Sell
22
-40
-65% -$420 ﹤0.01% 876
2025
Q1 		$691 Buy
62
+41
+195% +$457 ﹤0.01% 486
2024
Q4 		$270 Buy
+21
New +$270 ﹤0.01% 684