FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
AES holding history
AES Corp in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AES overviewAll 13F holders of AESFull Q1 2024 holdings
- Shares (Q1 2024)
- 14,840
- Value
- $262.4K
- % of portfolio
- 0.1%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 14,840 | $262.4K | 0.1% | +520+3.6% | Added | Holders |
| Q4 2023 | 14,320 | $275.7K | 0.1% | +2,442+20.6% | Added | Holders |
| Q3 2023 | 11,878 | $180.5K | 0.1% | +11,878 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −7,122−100.0% | Sold out | Holders |
| Q4 2022 | 7,122 | $204.8K | 0.1% | +7,122 | New | Holders |