Carolinas Wealth Consulting’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 | – | Sell |
-42
| Closed | -$4.03K | – | 18 |
|
|
2025
Q1 | $4.03K | Sell |
42
-1
| -2% | -$96 | ﹤0.01% | 644 |
|
|
2024
Q4 | $4.89K | Buy |
43
+2
| +5% | +$227 | ﹤0.01% | 641 |
|
|
2024
Q3 | $4.24K | Buy |
41
+3
| +8% | +$310 | ﹤0.01% | 691 |
|
|
2024
Q2 | $4.12K | Buy |
38
+1
| +3% | +$108 | ﹤0.01% | 680 |
|
|
2024
Q1 | $3.76K | Buy |
37
+9
| +32% | +$913 | ﹤0.01% | 690 |
|
|
2023
Q4 | $3.05K | Sell |
28
-2
| -7% | -$218 | ﹤0.01% | 693 |
|
|
2023
Q3 | $2.62K | Hold |
30
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $3.34K | Sell |
30
-6
| -17% | -$669 | ﹤0.01% | 742 |
|
|
2023
Q1 | $3.53K | Hold |
36
| – | – | ﹤0.01% | 742 |
|
|
2022
Q4 | $3.09K | Sell |
36
-2
| -5% | -$172 | ﹤0.01% | 762 |
|
|
2022
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 700 |
|
|
2022
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 743 |
|
|
2021
Q4 | $3K | Buy |
38
+1
| +3% | +$79 | ﹤0.01% | 757 |
|
|
2021
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 723 |
|
|
2021
Q2 | $4K | Buy |
37
+10
| +37% | +$1.08K | ﹤0.01% | 712 |
|
|
2021
Q1 | $3K | Sell |
27
-1
| -4% | -$111 | ﹤0.01% | 754 |
|
|
2020
Q4 | $3K | Sell |
28
-6
| -18% | -$643 | ﹤0.01% | 688 |
|
|
2020
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 673 |
|