Compton Wealth Advisory Group’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
Q3 | $347K | Hold |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $438K | Buy |
|