Coppell Advisory Solutions’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-206
| Closed | -$23.7K | – | 356 |
|
|
2024
Q4 | $23.7K | Buy |
+206
| New | +$23.7K | ﹤0.01% | 808 |
|
|
2023
Q4 | – | Sell |
-523
| Closed | -$44.9K | – | 1726 |
|
|
2023
Q3 | $44.9K | Buy |
+523
| New | +$44.9K | 0.02% | 345 |
|
|
2023
Q1 | – | Sell |
-1,046
| Closed | -$89.7K | – | 217 |
|
|
2022
Q4 | $89.7K | Buy |
+1,046
| New | +$89.7K | 0.03% | 228 |
|