Abound Wealth Management’s Advanced Energy AEIS Stock Holding History

Abound Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$341	Hold
2025 Q2	$265	Hold
2025 Q1	$191	Sell
2024 Q4	$347	Sell
2024 Q3	$421	Hold
2024 Q2	$436	Hold
2024 Q1	$408	Buy
2023 Q4	–	Sell
2023 Q3	$413	Hold
2023 Q2	$446	Buy