VWA
Valued Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111 | Sell |
10
-14
| -58% | -$155 | ﹤0.01% | 603 |
|
|
2025
Q1 | $293 | Sell |
24
-43
| -64% | -$525 | ﹤0.01% | 587 |
|
|
2024
Q4 | $865 | Buy |
67
+13
| +24% | +$168 | ﹤0.01% | 494 |
|
|
2024
Q3 | $1.09K | Buy |
54
+23
| +74% | +$462 | ﹤0.01% | 439 |
|
|
2024
Q2 | $547 | Buy |
31
+13
| +72% | +$229 | ﹤0.01% | 493 |
|
|
2024
Q1 | $325 | Sell |
18
-103
| -85% | -$1.86K | ﹤0.01% | 521 |
|
|
2023
Q4 | $1.84K | Buy |
+121
| New | +$1.84K | ﹤0.01% | 312 |
|