CAPTRUST Financial Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $839K | Buy |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $10K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $10K | Buy |
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