Creative Financial Designs’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-38	Closed	-$5.04K	–	2048
2025 Q2	$5.04K	Sell	38 -11	-22%	-$1.21K	﹤0.01%	1525
2025 Q1	$4.67K	Buy	49 +11	+29%	+$1.26K	﹤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	+$4.26K	﹤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	+$52.5K	0.02%	393