TFO Wealth Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$143 | – | 72 |
|
|
2024
Q1 | $143 | Hold |
8
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $154 | Hold |
8
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $166 | Hold |
8
| – | – | ﹤0.01% | 891 |
|
|
2023
Q2 | $166 | Hold |
8
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $193 | Sell |
8
-4
| -33% | -$97 | ﹤0.01% | 488 |
|
|
2022
Q4 | $1.66K | Buy |
+12
| New | +$1.66K | ﹤0.01% | 283 |
|