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Arete Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Arete Wealth Advisors’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,567
Closed -$590K – 666
2023
Q1 		$590K Sell
11,567
-6,377
-36% -$325K 0.05% 310
2022
Q4 		$933M Buy
+17,944
New +$933M 0.08% 216