Abound Wealth Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265 | Hold |
2
| – | – | ﹤0.01% | 955 |
|
|
2025
Q1 | $191 | Sell |
2
-1
| -33% | -$96 | ﹤0.01% | 1001 |
|
|
2024
Q4 | $347 | Sell |
3
-1
| -25% | -$116 | ﹤0.01% | 851 |
|
|
2024
Q3 | $421 | Hold |
4
| – | – | ﹤0.01% | 897 |
|
|
2024
Q2 | $436 | Hold |
4
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $408 | Buy |
+4
| New | +$408 | ﹤0.01% | 980 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$413 | – | 1337 |
|
|
2023
Q3 | $413 | Hold |
4
| – | – | ﹤0.01% | 869 |
|
|
2023
Q2 | $446 | Buy |
+4
| New | +$446 | ﹤0.01% | 883 |
|