SWM
Seed Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
20,185
-1,170
| -5% | -$12.3K | 0.16% | 139 |
|
|
2025
Q1 | $265K | Buy |
21,355
+6,690
| +46% | +$83.1K | 0.22% | 117 |
|
|
2024
Q4 | $189K | Buy |
14,665
+1,500
| +11% | +$19.3K | 0.15% | 143 |
|
|
2024
Q3 | $264K | Buy |
+13,165
| New | +$264K | 0.21% | 124 |
|