Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $4.03K | Sell |
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|
2024
Q4 | $4.89K | Buy |
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|
2024
Q3 | $4.24K | Buy |
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|
2024
Q2 | $4.12K | Buy |
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|
2024
Q1 | $3.75K | Buy |
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|
2023
Q4 | $3.05K | Sell |
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|
2023
Q3 | $2.62K | Hold |
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|
2023
Q2 | $3.34K | Sell |
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|
2023
Q1 | $3.53K | Hold |
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|
2022
Q4 | $3.09K | Sell |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $2K | Buy |
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