Financial Gravity Asset Management’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$57	–	1428
2024 Q1	$57	Buy	+1	New	+$102	﹤0.01%	1799
2023 Q3	–	Sell	-111	Closed	-$276	–	1240
2023 Q2	$276	Buy	+111	New	+$10.6K	﹤0.01%	1080
2023 Q1	–	Sell	-86	Closed	-$213	–	1126
2022 Q4	$213	Buy	+86	New	+$7.22K	﹤0.01%	929
2021 Q1	–	Hold	0	–	–	–	758
2020 Q4	–	Hold	0	–	–	–	477
2020 Q2	–	Sell	-15	Closed	-$743	–	33
2020 Q1	$743	Sell	15 -12	-44%	-$762	﹤0.01%	505
2019 Q4	$71K	Buy	27 +3	+13%	+$187	0.05%	468
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	964
2019 Q2	$1K	Sell	24 -13	-35%	-$697	﹤0.01%	993
2019 Q1	$2K	Buy	+37	New	+$1.8K	﹤0.01%	895
2018 Q3	$4K	Buy	90 +10	+13%	+$579	﹤0.01%	753
2018 Q2	$5K	Sell	80 -35	-30%	-$2.21K	﹤0.01%	721
2018 Q1	$7K	Buy	+115	New	+$7.95K	0.01%	630