DiNuzzo Private Wealth’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 | $795 | Hold |
6
| – | – | ﹤0.01% | 931 |
|
|
2025
Q1 | $572 | Hold |
6
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q4 | $694 | Hold |
6
| – | – | ﹤0.01% | 967 |
|
|
2024
Q3 | $632 | Hold |
6
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q2 | $653 | Buy |
6
+1
| +20% | +$109 | ﹤0.01% | 946 |
|
|
2024
Q1 | $510 | Hold |
5
| – | – | ﹤0.01% | 970 |
|
|
2023
Q4 | $545 | Buy |
+5
| New | +$545 | ﹤0.01% | 948 |
|