Cresset Asset Management’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,378
| Closed | -$489K | – | 985 |
|
|
2021
Q4 | $489K | Buy |
+5,378
| New | +$489K | ﹤0.01% | 706 |
|
|
2019
Q2 | – | Sell |
-95
| Closed | -$5K | – | 494 |
|
|
2019
Q1 | $5K | Hold |
95
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 1062 |
|