WR Wealth Planners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.5K | Buy |
2,837
+1,369
| +93% | +$17.6K | 0.01% | 357 |
|
|
2024
Q3 | $29.4K | Buy |
1,468
+878
| +149% | +$17.6K | 0.01% | 420 |
|
|
2024
Q2 | $10.4K | Buy |
590
+65
| +12% | +$1.14K | ﹤0.01% | 585 |
|
|
2024
Q1 | $9.41K | Buy |
+525
| New | +$9.41K | ﹤0.01% | 612 |
|
|
2023
Q4 | – | Sell |
-195
| Closed | -$2.96K | – | 203 |
|
|
2023
Q3 | $2.96K | Hold |
195
| – | – | ﹤0.01% | 734 |
|
|
2023
Q2 | $4.04K | Hold |
195
| – | – | ﹤0.01% | 707 |
|
|
2023
Q1 | $4.7K | Hold |
195
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $5.61K | Hold |
195
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $4.41K | Hold |
195
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $4.1K | Hold |
195
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $5.02K | Buy |
+195
| New | +$5.02K | ﹤0.01% | 356 |
|