FGAM
Financial Gravity Asset Management’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$57 | – | 1428 |
|
|
2024
Q1 | $57 | Buy |
+1
| New | +$57 | ﹤0.01% | 1799 |
|
|
2023
Q3 | – | Sell |
-111
| Closed | -$276 | – | 1240 |
|
|
2023
Q2 | $276 | Buy |
+111
| New | +$276 | ﹤0.01% | 1080 |
|
|
2023
Q1 | – | Sell |
-86
| Closed | -$213 | – | 1126 |
|
|
2022
Q4 | $213 | Buy |
+86
| New | +$213 | ﹤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% | -$594 | ﹤0.01% | 505 |
|
|
2019
Q4 | $71K | Buy |
27
+3
| +13% | +$7.89K | 0.05% | 468 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 964 |
|
|
2019
Q2 | $1K | Sell |
24
-13
| -35% | -$542 | ﹤0.01% | 993 |
|
|
2019
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 895 |
|
|
2018
Q3 | $4K | Buy |
90
+10
| +13% | +$444 | ﹤0.01% | 753 |
|
|
2018
Q2 | $5K | Sell |
80
-35
| -30% | -$2.19K | ﹤0.01% | 721 |
|
|
2018
Q1 | $7K | Buy |
+115
| New | +$7K | 0.01% | 630 |
|