Farther Finance Advisors’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 | $7.55K | Sell |
57
-26
| -31% | -$3.45K | ﹤0.01% | 3201 |
|
|
2025
Q1 | $7.9K | Buy |
83
+4
| +5% | +$381 | ﹤0.01% | 2849 |
|
|
2024
Q4 | $9.14K | Buy |
79
+64
| +427% | +$7.4K | ﹤0.01% | 2417 |
|
|
2024
Q3 | $1.58K | Buy |
15
+2
| +15% | +$210 | ﹤0.01% | 3077 |
|
|
2024
Q2 | $1.38K | Sell |
13
-1
| -7% | -$106 | ﹤0.01% | 2948 |
|
|
2024
Q1 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 2640 |
|
|
2023
Q4 | $1.53K | Buy |
+14
| New | +$1.53K | ﹤0.01% | 2543 |
|