GoalVest Advisory’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$2.29K	–	411
2023 Q4	$2.29K	Sell	21 -61	-74%	-$6.64K	﹤0.01%	327
2023 Q3	$8.46K	Buy	82 +23	+39%	+$2.37K	﹤0.01%	305
2023 Q2	$6.58K	Buy	+59	New	+$6.58K	﹤0.01%	279