Global Retirement Partners’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
Q4 | $19.3K | Buy |
92
+16
| +21% | +$3.26K | ﹤0.01% | 2884 |
|
|
2025
Q3 | $12.9K | Buy |
76
+7
| +10% | +$1.05K | ﹤0.01% | 2590 |
|
|
2025
Q2 | $9.15K | Buy |
+69
| New | +$7.6K | ﹤0.01% | 2643 |
|
|
2024
Q4 | $7.52K | Sell |
65
-45
| -41% | -$5.06K | ﹤0.01% | 2500 |
|
|
2024
Q3 | $11.6K | Sell |
110
-65
| -37% | -$6.82K | ﹤0.01% | 2233 |
|
|
2024
Q2 | $19K | Buy |
175
+89
| +103% | +$9.11K | ﹤0.01% | 2008 |
|
|
2024
Q1 | $8.78K | Hold |
86
| – | – | ﹤0.01% | 2179 |
|
|
2023
Q4 | $8.83K | Sell |
86
-2
| -2% | -$194 | ﹤0.01% | 2116 |
|
|
2023
Q3 | $8.73K | Buy |
88
+6
| +7% | +$672 | ﹤0.01% | 2004 |
|
|
2023
Q2 | $9.14K | Sell |
82
-4
| -5% | -$381 | ﹤0.01% | 1996 |
|
|
2023
Q1 | $7.52K | Hold |
86
| – | – | ﹤0.01% | 2023 |
|
|
2022
Q4 | $7.38K | Hold |
86
| – | – | ﹤0.01% | 1896 |
|
|
2022
Q3 | $7K | Buy |
86
+32
| +59% | +$2.75K | ﹤0.01% | 1792 |
|
|
2022
Q2 | $4K | Buy |
54
+12
| +29% | +$928 | ﹤0.01% | 1931 |
|
|
2022
Q1 | $3K | Buy |
+42
| New | +$3.64K | ﹤0.01% | 2018 |
|
|
2021
Q4 | – | Sell |
-357
| Closed | -$31K | – | 275 |
|
|
2021
Q3 | $31K | Hold |
357
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q2 | $40K | Sell |
357
-8
| -2% | -$848 | ﹤0.01% | 943 |
|
|
2021
Q1 | $40K | Buy |
365
+57
| +19% | +$6.18K | ﹤0.01% | 858 |
|
|
2020
Q4 | $30K | Sell |
308
-76
| -20% | -$6.47K | ﹤0.01% | 897 |
|
|
2020
Q3 | $24K | Buy |
384
+5
| +1% | +$349 | ﹤0.01% | 860 |
|
|
2020
Q2 | $26K | Buy |
379
+14
| +4% | +$834 | ﹤0.01% | 812 |
|
|
2020
Q1 | $18K | Sell |
365
-66
| -15% | -$4.19K | ﹤0.01% | 824 |
|
|
2019
Q4 | $31K | Sell |
431
-15
| -3% | -$933 | ﹤0.01% | 781 |
|
|
2019
Q3 | $26K | Sell |
446
-53
| -11% | -$2.86K | ﹤0.01% | 802 |
|
|
2019
Q2 | $28K | Buy |
499
+32
| +7% | +$1.72K | 0.01% | 772 |
|
|
2019
Q1 | $23K | Buy |
467
+126
| +37% | +$6.12K | 0.01% | 768 |
|
|
2018
Q4 | $15K | Buy |
341
+280
| +459% | +$12.5K | ﹤0.01% | 838 |
|
|
2018
Q3 | $3K | Buy |
+61
| New | +$3.53K | ﹤0.01% | 1309 |
|
Other funds holding AEIS
