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Concord Wealth Partners’s Advanced Energy AEIS Stock Holding History

Concord Wealth Partners’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% 756
2022
Q4 		$2.57K Buy
+30
New +$2.52K ﹤0.01% 894

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