Cerity Partners’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
Q3 | $4.45M | Buy |
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|
2025
Q2 | $2.36M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $245K | Buy |
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|
2018
Q2 | $211K | Buy |
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