Freestone Capital Holdings’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $458K | Buy |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $469K | Hold |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $530 | Sell |
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|
2020
Q1 | $541 | Sell |
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|
2019
Q4 | $2.3K | Sell |
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|
2019
Q3 | $1.97K | Sell |
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|
2019
Q2 | $2.44K | Sell |
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|
2019
Q1 | $10.9M | Buy |
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|
2018
Q4 | $8.61M | Buy |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q2 | $11.3M | Buy |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $366K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $743K | Hold |
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|
2016
Q3 | $641K | Sell |
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|
2016
Q2 | $858K | Hold |
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|
2016
Q1 | $786K | Buy |
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