Ellevest Inc’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $32.6K | Buy |
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|
2022
Q4 | $26.2K | Sell |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4K | Buy |
|