Avantax Advisory Services’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	$2.71M	Buy	20,451 +1,862	+10%	+$247K	0.01%	663
2025 Q1	$1.77M	Sell	18,589 -111	-0.6%	-$10.6K	0.01%	797
2024 Q4	$2.16M	Buy	18,700 +600	+3%	+$69.4K	0.01%	678
2024 Q3	$1.9M	Sell	18,100 -54	-0.3%	-$5.68K	0.01%	721
2024 Q2	$1.97M	Buy	+18,154	New	+$1.97M	0.01%	664