Creative Financial Designs’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 | $5.04K | Sell |
38
-11
| -22% | -$1.46K | ﹤0.01% | 1525 |
|
|
2025
Q1 | $4.67K | Buy |
49
+11
| +29% | +$1.05K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $4.39K | Hold |
38
| – | – | ﹤0.01% | 1451 |
|
|
2024
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 1432 |
|
|
2024
Q2 | $4.13K | Hold |
38
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q1 | $3.88K | Hold |
38
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q4 | $4.14K | Hold |
38
| – | – | ﹤0.01% | 1299 |
|
|
2023
Q3 | $3.92K | Buy |
+38
| New | +$3.92K | ﹤0.01% | 1229 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1274 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1231 |
|
|
2021
Q4 | – | Sell |
-882
| Closed | -$77K | – | 1194 |
|
|
2021
Q3 | $77K | Hold |
882
| – | – | 0.01% | 502 |
|
|
2021
Q2 | $99K | Hold |
882
| – | – | 0.02% | 444 |
|
|
2021
Q1 | $96K | Hold |
882
| – | – | 0.02% | 419 |
|
|
2020
Q4 | $86K | Hold |
882
| – | – | 0.02% | 407 |
|
|
2020
Q3 | $56K | Hold |
882
| – | – | 0.01% | 440 |
|
|
2020
Q2 | $60K | Buy |
+882
| New | +$60K | 0.02% | 393 |
|