Envestnet Portfolio Solutions’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 | $1.12M | Buy |
8,455
+3,352
| +66% | +$444K | ﹤0.01% | 749 |
|
|
2025
Q1 | $486K | Sell |
5,103
-1,654
| -24% | -$158K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $781K | Sell |
6,757
-72
| -1% | -$8.33K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $719K | Buy |
6,829
+524
| +8% | +$55.1K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $686K | Buy |
6,305
+890
| +16% | +$96.8K | ﹤0.01% | 999 |
|
|
2024
Q1 | $552K | Buy |
5,415
+79
| +1% | +$8.06K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $581K | Sell |
5,336
-246
| -4% | -$26.8K | ﹤0.01% | 986 |
|
|
2023
Q3 | $576K | Buy |
+5,582
| New | +$576K | ﹤0.01% | 927 |
|