Creative Planning’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 | $6.26M | Buy |
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|
2025
Q2 | $3.66M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $270K | Buy |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $168K | Buy |
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|
2017
Q1 | $166K | Buy |
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|
2016
Q4 | $72K | Buy |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $44K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $41K | Sell |
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|
2014
Q4 | $47K | Sell |
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|
2014
Q3 | $78K | Buy |
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