U.S. Capital Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
73,068
+22,570
| +45% | +$237K | 0.02% | 491 |
|
|
2025
Q1 | $627K | Buy |
50,498
+7,775
| +18% | +$96.6K | 0.02% | 535 |
|
|
2024
Q4 | $550K | Buy |
42,723
+14,996
| +54% | +$193K | 0.02% | 541 |
|
|
2024
Q3 | $556K | Buy |
+27,727
| New | +$556K | 0.02% | 452 |
|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$144K | – | 648 |
|
|
2022
Q4 | $144K | Buy |
+5,000
| New | +$144K | 0.01% | 672 |
|