True Wealth Design’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 | $5.76K | Buy |
|
|||||
|
2025
Q2 | $695 | Sell |
|
|||||
|
2025
Q1 | $1.01K | Buy |
|
|||||
|
2024
Q4 | $271 | Sell |
|
|||||
|
2024
Q3 | $602 | Buy |
|
|||||
|
2024
Q2 | $440 | Buy |
|
|||||
|
2024
Q1 | $305 | Buy |
|
|||||
|
2023
Q4 | $270 | Sell |
|
|||||
|
2023
Q3 | $289 | Buy |
|
|||||
|
2023
Q2 | $291 | Sell |
|
|||||
|
2023
Q1 | $434 | Buy |
|
|||||
|
2022
Q4 | $374 | Buy |
|