Carson Wealth (CWM LLC)’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,805
+728
| +68% | +$96.4K | ﹤0.01% | 2015 |
|
|
2025
Q1 | $103K | Buy |
1,077
+496
| +85% | +$47.4K | ﹤0.01% | 2398 |
|
|
2024
Q4 | $67K | Buy |
581
+89
| +18% | +$10.3K | ﹤0.01% | 2573 |
|
|
2024
Q3 | $52K | Buy |
492
+108
| +28% | +$11.4K | ﹤0.01% | 2649 |
|
|
2024
Q2 | $42K | Buy |
384
+39
| +11% | +$4.27K | ﹤0.01% | 2590 |
|
|
2024
Q1 | $35K | Buy |
345
+32
| +10% | +$3.25K | ﹤0.01% | 2527 |
|
|
2023
Q4 | $34K | Sell |
313
-38
| -11% | -$4.13K | ﹤0.01% | 2404 |
|
|
2023
Q3 | $36K | Buy |
351
+3
| +0.9% | +$308 | ﹤0.01% | 2276 |
|
|
2023
Q2 | $39K | Buy |
348
+20
| +6% | +$2.24K | ﹤0.01% | 2149 |
|
|
2023
Q1 | $32K | Sell |
328
-90
| -22% | -$8.78K | ﹤0.01% | 2171 |
|
|
2022
Q4 | $36K | Buy |
418
+91
| +28% | +$7.84K | ﹤0.01% | 1948 |
|
|
2022
Q3 | $25K | Buy |
327
+236
| +259% | +$18K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $7K | Sell |
91
-149
| -62% | -$11.5K | ﹤0.01% | 2763 |
|
|
2022
Q1 | $21K | Buy |
240
+141
| +142% | +$12.3K | ﹤0.01% | 2037 |
|
|
2021
Q4 | $9K | Buy |
+99
| New | +$9K | ﹤0.01% | 2378 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 2582 |
|
|
2019
Q1 | $2K | Sell |
15
-69
| -82% | -$9.2K | ﹤0.01% | 2582 |
|
|
2018
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q3 | $4K | Hold |
84
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 1175 |
|
|
2018
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 997 |
|
|
2017
Q4 | $6K | Hold |
84
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q3 | $7K | Buy |
+84
| New | +$7K | ﹤0.01% | 978 |
|