SWM
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Selective Wealth Management’s AES AES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-291
Closed -$4K 308
2020
Q2
$4K Hold
291
﹤0.01% 314
2020
Q1
$4K Hold
291
0.01% 215
2019
Q4
$6K Buy
291
+4
+1% +$82 0.01% 194
2019
Q3
$5K Buy
+287
New +$5K 0.01% 216