Concert Wealth Management’s Advanced Energy AEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-83,730
Closed -$1.38M 693
2015
Q1
$1.38M Hold
83,730
0.39% 56
2014
Q4
$1.99M Buy
83,730
+35,930
+75% +$852K 0.3% 79
2014
Q3
$900K Buy
+47,800
New +$900K 0.12% 146