Avion Wealth’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	$0	Sell	4 -1	-20%	–	﹤0.01%	1110
2025 Q1	$0	Buy	+5	New	–	﹤0.01%	975
2024 Q4	–	Sell	-5	Closed	–	–	972
2024 Q3	$0	Hold	5	–	–	﹤0.01%	960
2024 Q2	$0	Buy	+5	New	–	﹤0.01%	869