Assured 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,536
| Closed | -$441K | – | 1095 |
|
|
2018
Q3 | $441K | Sell |
8,536
-4,782
| -36% | -$247K | 0.01% | 780 |
|
|
2018
Q2 | $774K | Sell |
13,318
-132,176
| -91% | -$7.68M | 0.01% | 629 |
|
|
2018
Q1 | $9.3M | Buy |
145,494
+82,966
| +133% | +$5.3M | 0.21% | 92 |
|
|
2017
Q4 | $4.22M | Buy |
62,528
+15,254
| +32% | +$1.03M | 0.09% | 232 |
|
|
2017
Q3 | $3.82M | Buy |
+47,274
| New | +$3.82M | 0.08% | 209 |
|