Arax Advisory Partners’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 | $36K | Buy |
272
+156
| +134% | +$20.7K | ﹤0.01% | 1387 |
|
|
2025
Q1 | $11.1K | Buy |
116
+101
| +673% | +$9.63K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $1.74K | Hold |
15
| – | – | ﹤0.01% | 2040 |
|
|
2024
Q3 | $1.58K | Sell |
15
-2
| -12% | -$211 | ﹤0.01% | 2130 |
|
|
2024
Q2 | $1.85K | Buy |
+17
| New | +$1.85K | ﹤0.01% | 1994 |
|
|
2023
Q4 | – | Sell |
-46
| Closed | -$4.75K | – | 1338 |
|
|
2023
Q3 | $4.75K | Hold |
46
| – | – | ﹤0.01% | 888 |
|
|
2023
Q2 | $5.13K | Buy |
46
+39
| +557% | +$4.35K | ﹤0.01% | 859 |
|
|
2023
Q1 | $686 | Hold |
7
| – | – | ﹤0.01% | 1150 |
|
|
2022
Q4 | $600 | Hold |
7
| – | – | ﹤0.01% | 1156 |
|
|
2022
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1013 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$3K | – | 1157 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 860 |
|