Wealthcare Advisory Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
30,150
-42
| -0.1% | -$442 | 0.01% | 772 |
|
|
2025
Q1 | $375K | Buy |
30,192
+5,833
| +24% | +$72.4K | 0.01% | 667 |
|
|
2024
Q4 | $314K | Buy |
+24,359
| New | +$314K | 0.01% | 696 |
|
|
2021
Q2 | – | Sell |
-1,140
| Closed | -$31K | – | 573 |
|
|
2021
Q1 | $31K | Buy |
+1,140
| New | +$31K | ﹤0.01% | 1044 |
|
|
2020
Q2 | – | Sell |
-905
| Closed | -$12K | – | 339 |
|
|
2020
Q1 | $12K | Sell |
905
-461
| -34% | -$6.11K | ﹤0.01% | 864 |
|
|
2019
Q4 | $27K | Sell |
1,366
-475
| -26% | -$9.39K | ﹤0.01% | 675 |
|
|
2019
Q3 | $30K | Sell |
1,841
-291
| -14% | -$4.74K | ﹤0.01% | 650 |
|
|
2019
Q2 | $36K | Buy |
+2,132
| New | +$36K | 0.01% | 578 |
|