GFPC
Global Financial Private Client’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$572 | – | 250 |
|
|
2025
Q1 | $572 | Buy |
6
+4
| +200% | +$381 | ﹤0.01% | 1234 |
|
|
2024
Q4 | $231 | Buy |
+2
| New | +$231 | ﹤0.01% | 1213 |
|
|
2022
Q1 | – | Sell |
-1,344
| Closed | -$122K | – | 654 |
|
|
2021
Q4 | $122K | Buy |
1,344
+248
| +23% | +$22.6K | 0.06% | 180 |
|
|
2021
Q3 | $97.4K | Buy |
1,096
+364
| +50% | +$32.3K | 0.05% | 186 |
|
|
2021
Q2 | $81.3K | Buy |
732
+718
| +5,129% | +$79.7K | 0.05% | 201 |
|
|
2021
Q1 | $1.63K | Buy |
+14
| New | +$1.63K | ﹤0.01% | 455 |
|