Edgestream Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,956
| Closed | -$3.15M | – | 838 |
|
|
2024
Q3 | $3.15M | Buy |
+29,956
| New | +$3.15M | 0.14% | 253 |
|
|
2024
Q2 | – | Sell |
-62,380
| Closed | -$6.36M | – | 825 |
|
|
2024
Q1 | $6.36M | Buy |
+62,380
| New | +$6.36M | 0.32% | 53 |
|
|
2023
Q4 | – | Sell |
-15,336
| Closed | -$1.58M | – | 805 |
|
|
2023
Q3 | $1.58M | Buy |
+15,336
| New | +$1.58M | 0.13% | 260 |
|