Spire Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.57K | Buy |
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|
2025
Q2 | $4.25K | Sell |
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|
2025
Q1 | $6.05K | Sell |
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|
2024
Q4 | $7.12K | Buy |
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|
2024
Q3 | $10.2K | Buy |
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|
2024
Q2 | $8.57K | Sell |
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|
2024
Q1 | $9.72K | Buy |
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|
2023
Q4 | $7.31K | Buy |
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|
2023
Q3 | $5.64K | Sell |
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|
2023
Q2 | $39K | Buy |
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|
2023
Q1 | $45.1K | Buy |
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|
2022
Q4 | $11K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $48K | Buy |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $29K | Sell |
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|
2021
Q1 | $146K | Buy |
|