DJYG
David J. Yvars Group’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
+2,005
| New | +$266K | 0.16% | 66 |
|
|
2025
Q1 | – | Sell |
-2,005
| Closed | -$232K | – | 68 |
|
|
2024
Q4 | $232K | Hold |
2,005
| – | – | 0.14% | 64 |
|
|
2024
Q3 | $211K | Sell |
2,005
-200
| -9% | -$21K | 0.13% | 70 |
|
|
2024
Q2 | $240K | Buy |
2,205
+100
| +5% | +$10.9K | 0.15% | 64 |
|
|
2024
Q1 | $215K | Buy |
2,105
+100
| +5% | +$10.2K | 0.14% | 66 |
|
|
2023
Q4 | $218K | Hold |
2,005
| – | – | 0.18% | 64 |
|
|
2023
Q3 | $207K | Hold |
2,005
| – | – | 0.17% | 67 |
|
|
2023
Q2 | $223K | Sell |
2,005
-200
| -9% | -$22.3K | 0.18% | 65 |
|
|
2023
Q1 | $216K | Buy |
+2,205
| New | +$216K | 0.2% | 66 |
|
|
2022
Q1 | – | Sell |
-2,205
| Closed | -$201K | – | 81 |
|
|
2021
Q4 | $201K | Buy |
+2,205
| New | +$201K | 0.12% | 77 |
|
|
2021
Q3 | – | Sell |
-2,205
| Closed | -$249K | – | 85 |
|
|
2021
Q2 | $249K | Hold |
2,205
| – | – | 0.14% | 76 |
|
|
2021
Q1 | $241K | Hold |
2,205
| – | – | 0.15% | 71 |
|
|
2020
Q4 | $214K | Buy |
+2,205
| New | +$214K | 0.15% | 74 |
|