Founders Capital Management (Texas)’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-300
| Closed | -$17K | – | 312 |
|
|
2019
Q3 | $17K | Hold |
300
| – | – | 0.01% | 192 |
|
|
2019
Q2 | $17K | Hold |
300
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $15K | Hold |
300
| – | – | 0.01% | 211 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 211 |
|
|
2018
Q3 | $15K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2018
Q2 | $17K | Buy |
300
+100
| +50% | +$5.67K | 0.01% | 205 |
|
|
2018
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 254 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$34K | – | 359 |
|
|
2017
Q1 | $34K | Buy |
+500
| New | +$34K | 0.03% | 162 |
|