Ethic Inc’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 | $733K | Buy |
5,542
+942
| +20% | +$125K | 0.01% | 710 |
|
2025
Q1 | $438K | Buy |
4,600
+976
| +27% | +$92.9K | 0.01% | 833 |
|
2024
Q4 | $419K | Sell |
3,624
-299
| -8% | -$34.6K | 0.01% | 855 |
|
2024
Q3 | $400K | Buy |
3,923
+565
| +17% | +$57.6K | 0.01% | 816 |
|
2024
Q2 | $365K | Sell |
3,358
-565
| -14% | -$61.4K | 0.01% | 854 |
|
2024
Q1 | $400K | Sell |
3,923
-268
| -6% | -$27.3K | 0.01% | 815 |
|
2023
Q4 | $456K | Buy |
4,191
+716
| +21% | +$78K | 0.01% | 763 |
|
2023
Q3 | $358K | Buy |
3,475
+1,289
| +59% | +$133K | 0.01% | 763 |
|
2023
Q2 | $244K | Buy |
+2,186
| New | +$244K | 0.01% | 856 |
|