Berman Capital Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Sell |
21
-144
| -87% | -$6.86K | ﹤0.01% | 1786 |
|
|
2021
Q2 | $18K | Buy |
+165
| New | +$18K | ﹤0.01% | 936 |
|
|
2020
Q3 | – | Sell |
-44
| Closed | -$2K | – | 1577 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q1 | $2K | Sell |
44
-16
| -27% | -$727 | ﹤0.01% | 1090 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 1052 |
|
|
2019
Q2 | $3K | Sell |
60
-16
| -21% | -$800 | ﹤0.01% | 1065 |
|
|
2019
Q1 | $3K | Buy |
76
+32
| +73% | +$1.26K | ﹤0.01% | 973 |
|
|
2018
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 936 |
|