Clearstead Advisors’s Advanced Energy AEIS Stock Holding History

Clearstead Advisors’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.62K	Sell
2025 Q2	$288K	Buy
2025 Q1	$204K	Sell
2024 Q4	$257K	Buy
2024 Q3	$233K	Hold
2024 Q2	$241K	Buy