Cetera Investment Advisers’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 | $386K | Sell |
2,914
-246
| -8% | -$32.6K | ﹤0.01% | 3171 |
|
|
2025
Q1 | $301K | Sell |
3,160
-140
| -4% | -$13.3K | ﹤0.01% | 3261 |
|
|
2024
Q4 | $382K | Sell |
3,300
-598
| -15% | -$69.1K | ﹤0.01% | 2910 |
|
|
2024
Q3 | $410K | Sell |
3,898
-79
| -2% | -$8.32K | ﹤0.01% | 2820 |
|
|
2024
Q2 | $433K | Sell |
3,977
-371
| -9% | -$40.4K | ﹤0.01% | 2702 |
|
|
2024
Q1 | $443K | Buy |
+4,348
| New | +$443K | ﹤0.01% | 2695 |
|