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
2026 Q1	$125K	Buy	387 +26	+7%	+$7.54K	﹤0.01%	1300
2025 Q4	$75.6K	Sell	361 -13	-3%	-$2.65K	﹤0.01%	1468
2025 Q3	$63.6K	Buy	374 +62	+20%	+$9.34K	﹤0.01%	1535
2025 Q2	$41.3K	Buy	312 +126	+68%	+$13.9K	﹤0.01%	1746
2025 Q1	$17.7K	Buy	186 +113	+155%	+$12.9K	﹤0.01%	1756
2024 Q4	$8.45K	Buy	73 +11	+18%	+$1.24K	﹤0.01%	2088
2024 Q3	$6.53K	Sell	62 -496	-89%	-$52.1K	﹤0.01%	2103
2024 Q2	$64.9K	Buy	558 +9	+2%	+$921	﹤0.01%	970
2024 Q1	$52.6K	Buy	549 +8	+1%	+$816	﹤0.01%	967
2023 Q4	$58.9K	Buy	541 +23	+4%	+$2.24K	0.01%	833
2023 Q3	$53.4K	Sell	518 -13	-2%	-$1.46K	0.01%	779
2023 Q2	$59.2K	Buy	531 +12	+2%	+$1.14K	0.01%	770
2023 Q1	$50.9K	Buy	519 +18	+4%	+$1.7K	0.01%	788
2022 Q4	$43K	Buy	501 +9	+2%	+$756	0.01%	815
2022 Q3	$38K	Buy	492 +206	+72%	+$17.7K	0.01%	705
2022 Q2	$21K	Buy	+286	New	+$22.1K	0.01%	814