Atria Investments’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 | $1.23M | Sell |
9,287
-711
| -7% | -$94.2K | 0.01% | 931 |
|
|
2025
Q1 | $953K | Sell |
9,998
-1,287
| -11% | -$123K | 0.01% | 1013 |
|
|
2024
Q4 | $1.3M | Sell |
11,285
-1,657
| -13% | -$192K | 0.02% | 855 |
|
|
2024
Q3 | $1.36M | Sell |
12,942
-675
| -5% | -$71K | 0.02% | 834 |
|
|
2024
Q2 | $1.48M | Buy |
13,617
+1,591
| +13% | +$173K | 0.02% | 759 |
|
|
2024
Q1 | $1.23M | Buy |
+12,026
| New | +$1.23M | 0.02% | 866 |
|
|
2020
Q1 | – | Sell |
-3,302
| Closed | -$235K | – | 589 |
|
|
2019
Q4 | $235K | Buy |
+3,302
| New | +$235K | 0.01% | 1079 |
|