AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,647
| Closed | -$570K | – | 1867 |
|
|
2022
Q4 | $570K | Sell |
6,647
-131
| -2% | -$11.2K | ﹤0.01% | 1243 |
|
|
2022
Q3 | $525K | Buy |
+6,778
| New | +$525K | ﹤0.01% | 1234 |
|
|
2021
Q1 | – | Sell |
-6,373
| Closed | -$618K | – | 1460 |
|
|
2020
Q4 | $618K | Sell |
6,373
-2,883
| -31% | -$280K | 0.01% | 882 |
|
|
2020
Q3 | $583K | Buy |
+9,256
| New | +$583K | 0.01% | 831 |
|
|
2020
Q2 | – | Sell |
-7,320
| Closed | -$355K | – | 1242 |
|
|
2020
Q1 | $355K | Buy |
+7,320
| New | +$355K | 0.01% | 818 |
|