Stonegate Investment Group’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,688	Closed	-$250K	–	343
2022 Q4	$250K	Sell	8,688 -619	-7%	-$17.8K	0.01%	264
2022 Q3	$210K	Buy	+9,307	New	+$210K	0.01%	261