Fortis Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,426
| Closed | -$315K | – | 320 |
|
|
2019
Q4 | $315K | Hold |
4,426
| – | – | 0.19% | 71 |
|
|
2019
Q3 | $254K | Buy |
4,426
+305
| +7% | +$17.5K | 0.12% | 87 |
|
|
2019
Q2 | $232K | Buy |
4,121
+103
| +3% | +$5.8K | 0.11% | 94 |
|
|
2019
Q1 | $200K | Hold |
4,018
| – | – | 0.1% | 116 |
|
|
2018
Q4 | $172K | Buy |
+4,018
| New | +$172K | 0.1% | 109 |
|