True Wealth Design’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695 | Sell |
66
-15
| -19% | -$158 | ﹤0.01% | 1607 |
|
|
2025
Q1 | $1.01K | Buy |
81
+60
| +286% | +$746 | ﹤0.01% | 1262 |
|
|
2024
Q4 | $271 | Sell |
21
-9
| -30% | -$116 | ﹤0.01% | 1180 |
|
|
2024
Q3 | $602 | Buy |
30
+5
| +20% | +$100 | ﹤0.01% | 1069 |
|
|
2024
Q2 | $440 | Buy |
25
+8
| +47% | +$141 | ﹤0.01% | 676 |
|
|
2024
Q1 | $305 | Buy |
17
+3
| +21% | +$54 | ﹤0.01% | 710 |
|
|
2023
Q4 | $270 | Sell |
14
-5
| -26% | -$96 | ﹤0.01% | 631 |
|
|
2023
Q3 | $289 | Buy |
19
+5
| +36% | +$76 | ﹤0.01% | 568 |
|
|
2023
Q2 | $291 | Sell |
14
-4
| -22% | -$83 | ﹤0.01% | 589 |
|
|
2023
Q1 | $434 | Buy |
18
+5
| +38% | +$121 | ﹤0.01% | 560 |
|
|
2022
Q4 | $374 | Buy |
+13
| New | +$374 | ﹤0.01% | 532 |
|