Visionary Wealth Advisors’s AerSale ASLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,796
Closed -$186K 464
2023
Q1
$186K Sell
10,796
-2,058
-16% -$35.4K 0.02% 427
2022
Q4
$208K Sell
12,854
-625
-5% -$10.1K 0.02% 385
2022
Q3
$250K Buy
13,479
+200
+2% +$3.71K 0.03% 329
2022
Q2
$193K Sell
13,279
-371
-3% -$5.39K 0.02% 398
2022
Q1
$215K Buy
13,650
+350
+3% +$5.51K 0.02% 391
2021
Q4
$236K Buy
+13,300
New +$236K 0.02% 338