Compass Wealth Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Sell |
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|
2025
Q1 | $6.44M | Sell |
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|
2024
Q4 | $7.96M | Buy |
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|
2024
Q3 | $7.22M | Buy |
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|
2024
Q2 | $7.27M | Buy |
|
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|
2024
Q1 | $6.63M | Buy |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $6.72M | Sell |
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|
2023
Q2 | $7.64M | Buy |
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|
2023
Q1 | $6.64M | Sell |
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|
2022
Q4 | $5.93M | Buy |
|