SWS
SYSTM Wealth Solutions’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-82,910
| Closed | -$1.49M | – | 663 |
|
|
2024
Q1 | $1.49M | Sell |
82,910
-2,758
| -3% | -$49.5K | 0.19% | 154 |
|
|
2023
Q4 | $1.65M | Sell |
85,668
-14,969
| -15% | -$288K | 0.23% | 130 |
|
|
2023
Q3 | $1.53M | Sell |
100,637
-12,322
| -11% | -$187K | 0.24% | 116 |
|
|
2023
Q2 | $2.34M | Sell |
112,959
-3,541
| -3% | -$73.4K | 0.32% | 83 |
|
|
2023
Q1 | $2.81M | Sell |
116,500
-4,453
| -4% | -$107K | 0.43% | 54 |
|
|
2022
Q4 | $3.48M | Buy |
+120,953
| New | +$3.48M | 0.43% | 62 |
|