CWP
Concord Wealth Partners’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$3.06K | – | 842 |
|
|
2024
Q1 | $3.06K | Buy |
+30
| New | +$3.06K | ﹤0.01% | 712 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$3.09K | – | 808 |
|
|
2023
Q3 | $3.09K | Hold |
30
| – | – | ﹤0.01% | 798 |
|
|
2023
Q2 | $3.34K | Hold |
30
| – | – | ﹤0.01% | 790 |
|
|
2023
Q1 | $2.94K | Hold |
30
| – | – | ﹤0.01% | 757 |
|
|
2022
Q4 | $2.57K | Buy |
+30
| New | +$2.57K | ﹤0.01% | 894 |
|