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Circle Wealth Management’s Advanced Energy AEIS Stock Holding History

Circle Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,852
Closed -$203K – 193
2019
Q4 		$203K Buy
+2,852
New +$203K 0.04% 177