Disciplined Investments’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$780 | – | 137 |
|
|
2023
Q2 | $780 | Hold |
7
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q1 | $686 | Buy |
7
+1
| +17% | +$98 | ﹤0.01% | 1124 |
|
|
2022
Q4 | $515 | Hold |
6
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q3 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 1196 |
|
|
2022
Q2 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 784 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1308 |
|