Ergoteles’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,374
| Closed | -$1.7M | – | 1005 |
|
|
2023
Q1 | $1.7M | Buy |
17,374
+12,129
| +231% | +$1.19M | 0.07% | 322 |
|
|
2022
Q4 | $450K | Buy |
+5,245
| New | +$450K | 0.02% | 747 |
|
|
2021
Q3 | – | Sell |
-5,917
| Closed | -$667K | – | 1151 |
|
|
2021
Q2 | $667K | Buy |
5,917
+417
| +8% | +$47K | 0.02% | 664 |
|
|
2021
Q1 | $600K | Buy |
+5,500
| New | +$600K | 0.02% | 445 |
|
|
2020
Q4 | – | Sell |
-3,400
| Closed | -$214K | – | 647 |
|
|
2020
Q3 | $214K | Buy |
+3,400
| New | +$214K | 0.03% | 454 |
|