SWA
SOA Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$1.29K | – | 882 |
|
|
2024
Q4 | $1.29K | Buy |
+100
| New | +$1.29K | ﹤0.01% | 717 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | – | – | 812 |
|
|
2022
Q2 | $0 | Sell |
21
-60
| -74% | – | ﹤0.01% | 800 |
|
|
2022
Q1 | $2K | Hold |
81
| – | – | ﹤0.01% | 781 |
|
|
2021
Q4 | $1K | Hold |
81
| – | – | ﹤0.01% | 804 |
|
|
2021
Q3 | $1K | Buy |
81
+4
| +5% | +$49 | ﹤0.01% | 816 |
|
|
2021
Q2 | $2K | Buy |
77
+16
| +26% | +$416 | ﹤0.01% | 751 |
|
|
2021
Q1 | $1K | Sell |
61
-10
| -14% | -$164 | ﹤0.01% | 741 |
|
|
2020
Q4 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 717 |
|