Essex Investment Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,941
| Closed | -$538K | – | 476 |
|
|
2020
Q2 | $538K | Buy |
+7,941
| New | +$538K | 0.09% | 246 |
|
|
2014
Q3 | – | Sell |
-54,473
| Closed | -$1.05M | – | 357 |
|
|
2014
Q2 | $1.05M | Sell |
54,473
-24,949
| -31% | -$480K | 0.15% | 173 |
|
|
2014
Q1 | $1.95M | Buy |
79,422
+4,089
| +5% | +$100K | 0.28% | 118 |
|
|
2013
Q4 | $1.72M | Buy |
+75,333
| New | +$1.72M | 0.24% | 120 |
|