Cerity Partners’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 | $2.36M | Buy |
17,816
+6,621
| +59% | +$877K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $1.07M | Buy |
11,195
+7,644
| +215% | +$729K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $398K | Sell |
3,551
-597
| -14% | -$67K | ﹤0.01% | 1893 |
|
|
2024
Q3 | $436K | Buy |
4,148
+1,302
| +46% | +$137K | ﹤0.01% | 1845 |
|
|
2024
Q2 | $309K | Buy |
2,846
+7
| +0.2% | +$761 | ﹤0.01% | 1798 |
|
|
2024
Q1 | $289K | Buy |
+2,839
| New | +$289K | ﹤0.01% | 1890 |
|
|
2019
Q4 | – | Sell |
-5,867
| Closed | -$337K | – | 532 |
|
|
2019
Q3 | $337K | Buy |
5,867
+25
| +0.4% | +$1.44K | 0.02% | 376 |
|
|
2019
Q2 | $329K | Buy |
5,842
+131
| +2% | +$7.38K | 0.02% | 377 |
|
|
2019
Q1 | $284K | Sell |
5,711
-1,395
| -20% | -$69.4K | 0.02% | 435 |
|
|
2018
Q4 | $305K | Buy |
7,106
+2,355
| +50% | +$101K | 0.02% | 399 |
|
|
2018
Q3 | $245K | Buy |
4,751
+1,112
| +31% | +$57.3K | 0.02% | 469 |
|
|
2018
Q2 | $211K | Buy |
+3,639
| New | +$211K | 0.02% | 503 |
|