EverSource Wealth Advisors’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 | $41.3K | Buy |
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|
2025
Q1 | $17.7K | Buy |
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|
2024
Q4 | $8.45K | Buy |
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|
2024
Q3 | $6.53K | Sell |
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|
2024
Q2 | $64.9K | Buy |
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|
2024
Q1 | $52.6K | Buy |
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|
2023
Q4 | $58.9K | Buy |
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|
2023
Q3 | $53.4K | Sell |
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|
2023
Q2 | $59.2K | Buy |
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|
2023
Q1 | $50.9K | Buy |
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|
2022
Q4 | $43K | Buy |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $21K | Buy |
|