Caprock Group’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $694K | Sell |
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|
2025
Q4 | $478K | Buy |
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|
2025
Q3 | $297K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $235K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $244K | Sell |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $250K | Buy |
|