Corient Private Wealth’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Sell |
6,493
-157
| -2% | -$20.8K | ﹤0.01% | 1510 |
|
|
2025
Q1 | $634K | Sell |
6,650
-214
| -3% | -$20.4K | ﹤0.01% | 1485 |
|
|
2024
Q4 | $794K | Sell |
6,864
-3,222
| -32% | -$373K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $1.06M | Buy |
10,086
+3,356
| +50% | +$353K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $732K | Sell |
6,730
-178
| -3% | -$19.4K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $704K | Buy |
6,908
+63
| +0.9% | +$6.43K | ﹤0.01% | 1459 |
|
|
2023
Q4 | $746K | Buy |
6,845
+1,337
| +24% | +$146K | ﹤0.01% | 1411 |
|
|
2023
Q3 | $568K | Buy |
5,508
+93
| +2% | +$9.59K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $604K | Buy |
5,415
+63
| +1% | +$7.02K | ﹤0.01% | 1357 |
|
|
2023
Q1 | $524K | Buy |
+5,352
| New | +$524K | ﹤0.01% | 1357 |
|