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Waverly Advisors’s AES AES Stock Holding History

Waverly Advisors’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$167K Sell
15,859
-61,781
-80% -$650K ﹤0.01% 1141
2025
Q1 		$964K Buy
77,640
+62,031
+397% +$770K 0.01% 615
2024
Q4 		$201K Buy
+15,609
New +$201K ﹤0.01% 933