Clearstead Advisors’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	$288K	Buy	2,174 +33	+2%	+$4.37K	﹤0.01%	773
2025 Q1	$204K	Sell	2,141 -84	-4%	-$8.01K	﹤0.01%	829
2024 Q4	$257K	Buy	2,225 +7	+0.3%	+$809	﹤0.01%	776
2024 Q3	$233K	Hold	2,218	–	–	﹤0.01%	801
2024 Q2	$241K	Buy	+2,218	New	+$241K	﹤0.01%	758