Alpha DNA Investment 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
Q1 | – | Sell |
-4,208
| Closed | -$487K | – | 13 |
|
|
2024
Q4 | $487K | Buy |
+4,208
| New | +$487K | 0.19% | 108 |
|
|
2023
Q1 | – | Sell |
-12,627
| Closed | -$1.08M | – | 145 |
|
|
2022
Q4 | $1.08M | Buy |
12,627
+6,011
| +91% | +$516K | 0.38% | 83 |
|
|
2022
Q3 | $512K | Buy |
+6,616
| New | +$512K | 0.43% | 126 |
|
|
2021
Q2 | – | Sell |
-34
| Closed | -$3K | – | 111 |
|
|
2021
Q1 | $3K | Sell |
34
-6,945
| -100% | -$613K | ﹤0.01% | 442 |
|
|
2020
Q4 | $676K | Buy |
+6,979
| New | +$676K | 0.72% | 64 |
|