WR Wealth Planners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.5K | Buy |
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|
2024
Q3 | $29.4K | Buy |
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|
2024
Q2 | $10.4K | Buy |
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|
2024
Q1 | $9.41K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.96K | Hold |
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|
2023
Q2 | $4.04K | Hold |
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|
2023
Q1 | $4.7K | Hold |
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|
2022
Q4 | $5.61K | Hold |
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|
2022
Q3 | $4.41K | Hold |
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|
2022
Q2 | $4.1K | Hold |
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|
2022
Q1 | $5.02K | Buy |
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