EverSource Wealth Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.3K | Buy |
312
+126
| +68% | +$16.7K | ﹤0.01% | 1739 |
|
|
2025
Q1 | $17.7K | Buy |
186
+113
| +155% | +$10.8K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $8.45K | Buy |
73
+11
| +18% | +$1.27K | ﹤0.01% | 2088 |
|
|
2024
Q3 | $6.53K | Sell |
62
-496
| -89% | -$52.2K | ﹤0.01% | 2103 |
|
|
2024
Q2 | $64.9K | Buy |
558
+9
| +2% | +$1.05K | ﹤0.01% | 970 |
|
|
2024
Q1 | $52.6K | Buy |
549
+8
| +1% | +$767 | ﹤0.01% | 967 |
|
|
2023
Q4 | $58.9K | Buy |
541
+23
| +4% | +$2.51K | 0.01% | 833 |
|
|
2023
Q3 | $53.4K | Sell |
518
-13
| -2% | -$1.34K | 0.01% | 779 |
|
|
2023
Q2 | $59.2K | Buy |
531
+12
| +2% | +$1.34K | 0.01% | 770 |
|
|
2023
Q1 | $50.9K | Buy |
519
+18
| +4% | +$1.76K | 0.01% | 788 |
|
|
2022
Q4 | $43K | Buy |
501
+9
| +2% | +$772 | 0.01% | 815 |
|
|
2022
Q3 | $38K | Buy |
492
+206
| +72% | +$15.9K | 0.01% | 705 |
|
|
2022
Q2 | $21K | Buy |
+286
| New | +$21K | 0.01% | 814 |
|