SteelPeak Wealth’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+21,924
| New | +$231K | 0.01% | 448 |
|
|
2024
Q4 | – | Sell |
-123,238
| Closed | -$2.47M | – | 482 |
|
|
2024
Q3 | $2.47M | Buy |
+123,238
| New | +$2.47M | 0.11% | 140 |
|
|
2023
Q1 | – | Sell |
-30,426
| Closed | -$875K | – | 355 |
|
|
2022
Q4 | $875K | Sell |
30,426
-881
| -3% | -$25.3K | 0.06% | 182 |
|
|
2022
Q3 | $708K | Buy |
31,307
+18,256
| +140% | +$413K | 0.05% | 194 |
|
|
2022
Q2 | $274K | Buy |
+13,051
| New | +$274K | 0.02% | 326 |
|