WJWM
Williams Jones Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,464
| Closed | -$228K | – | 536 |
|
|
2023
Q1 | $228K | Sell |
9,464
-42
| -0.4% | -$1.01K | ﹤0.01% | 487 |
|
|
2022
Q4 | $273K | Buy |
9,506
+42
| +0.4% | +$1.21K | ﹤0.01% | 458 |
|
|
2022
Q3 | $214K | Sell |
9,464
-410
| -4% | -$9.27K | ﹤0.01% | 495 |
|
|
2022
Q2 | $207K | Buy |
+9,874
| New | +$207K | ﹤0.01% | 523 |
|