D.A. Davidson & Co’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 | $238K | Buy |
+1,797
| New | +$238K | ﹤0.01% | 1296 |
|
|
2024
Q1 | – | Sell |
-1,852
| Closed | -$202K | – | 1372 |
|
|
2023
Q4 | $202K | Buy |
+1,852
| New | +$202K | ﹤0.01% | 1263 |
|
|
2017
Q3 | – | Sell |
-2,207
| Closed | -$142K | – | 1085 |
|
|
2017
Q2 | $142K | Buy |
2,207
+16
| +0.7% | +$1.03K | ﹤0.01% | 1108 |
|
|
2017
Q1 | $150K | Buy |
+2,191
| New | +$150K | ﹤0.01% | 1060 |
|