CIM Investment Management’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 | $739K | Buy |
5,966
+2,994
| +101% | +$371K | 0.14% | 137 |
|
|
2025
Q1 | $283K | Sell |
2,972
-71
| -2% | -$6.77K | 0.06% | 189 |
|
|
2024
Q4 | $352K | Hold |
3,043
| – | – | 0.1% | 162 |
|
|
2024
Q3 | $320K | Hold |
3,043
| – | – | 0.09% | 177 |
|
|
2024
Q2 | $331K | Sell |
3,043
-723
| -19% | -$78.6K | 0.1% | 168 |
|
|
2024
Q1 | $384K | Hold |
3,766
| – | – | 0.11% | 173 |
|
|
2023
Q4 | $410K | Hold |
3,766
| – | – | 0.13% | 155 |
|
|
2023
Q3 | $388K | Hold |
3,766
| – | – | 0.14% | 146 |
|
|
2023
Q2 | $420K | Hold |
3,766
| – | – | 0.14% | 140 |
|
|
2023
Q1 | $369K | Buy |
3,766
+129
| +4% | +$12.6K | 0.14% | 153 |
|
|
2022
Q4 | $312K | Hold |
3,637
| – | – | 0.12% | 170 |
|
|
2022
Q3 | $282K | Hold |
3,637
| – | – | 0.13% | 161 |
|
|
2022
Q2 | $265K | Hold |
3,637
| – | – | 0.11% | 179 |
|
|
2022
Q1 | $313K | Sell |
3,637
-424
| -10% | -$36.5K | 0.11% | 178 |
|
|
2021
Q4 | $370K | Hold |
4,061
| – | – | 0.11% | 187 |
|
|
2021
Q3 | $356K | Hold |
4,061
| – | – | 0.11% | 174 |
|
|
2021
Q2 | $458K | Buy |
4,061
+1,432
| +54% | +$162K | 0.14% | 148 |
|
|
2021
Q1 | $287K | Sell |
2,629
-156
| -6% | -$17K | 0.09% | 208 |
|
|
2020
Q4 | $270K | Buy |
+2,785
| New | +$270K | 0.09% | 219 |
|
|
2015
Q1 | – | Sell |
-11,301
| Closed | -$268K | – | 259 |
|
|
2014
Q4 | $268K | Buy |
+11,301
| New | +$268K | 0.12% | 176 |
|