Bell Investment Advisors’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 | $8.08K | Buy |
61
+12
| +24% | +$1.59K | ﹤0.01% | 765 |
|
|
2025
Q1 | $4.67K | Buy |
49
+13
| +36% | +$1.24K | ﹤0.01% | 944 |
|
|
2024
Q4 | $4.16K | Hold |
36
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q3 | $3.79K | Hold |
36
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q2 | $3.92K | Buy |
36
+23
| +177% | +$2.5K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $1.33K | Hold |
13
| – | – | ﹤0.01% | 1508 |
|
|
2023
Q4 | $1.42K | Sell |
13
-6
| -32% | -$654 | ﹤0.01% | 1471 |
|
|
2023
Q3 | $1.96K | Sell |
19
-12
| -39% | -$1.24K | ﹤0.01% | 1275 |
|
|
2023
Q2 | $3.46K | Buy |
31
+11
| +55% | +$1.23K | ﹤0.01% | 1010 |
|
|
2023
Q1 | $1.96K | Buy |
20
+6
| +43% | +$588 | ﹤0.01% | 1276 |
|
|
2022
Q4 | $1.2K | Sell |
14
-26
| -65% | -$2.23K | ﹤0.01% | 1503 |
|
|
2022
Q3 | $3K | Buy |
40
+13
| +48% | +$975 | ﹤0.01% | 862 |
|
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1074 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1309 |
|