Green Alpha Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.29M | Sell |
10,193
-126
| -1% | -$36.5K | 3.24% | 6 |
|
|
2025
Q4 | $2.16M | Sell |
10,319
-154
| -1% | -$31.3K | 1.98% | 11 |
|
|
2025
Q3 | $1.78M | Sell |
10,473
-671
| -6% | -$101K | 1.72% | 18 |
|
|
2025
Q2 | $1.48M | Sell |
11,144
-258
| -2% | -$28.4K | 1.41% | 23 |
|
|
2025
Q1 | $1.09M | Buy |
11,402
+2,266
| +25% | +$259K | 1.16% | 24 |
|
|
2024
Q4 | $1.06M | Sell |
9,136
-613
| -6% | -$68.9K | 0.85% | 42 |
|
|
2024
Q3 | $1.03M | Buy |
9,749
+67
| +0.7% | +$7.03K | 0.81% | 43 |
|
|
2024
Q2 | $1.05M | Sell |
9,682
-926
| -9% | -$94.8K | 0.85% | 41 |
|
|
2024
Q1 | $1.08M | Buy |
10,608
+49
| +0.5% | +$5K | 0.78% | 47 |
|
|
2023
Q4 | $1.15M | Sell |
10,559
-4,581
| -30% | -$445K | 0.83% | 38 |
|
|
2023
Q3 | $1.56M | Sell |
15,140
-387
| -2% | -$43.3K | 1.2% | 22 |
|
|
2023
Q2 | $1.73M | Sell |
15,527
-1,882
| -11% | -$179K | 1.14% | 23 |
|
|
2023
Q1 | $1.71M | Sell |
17,409
-253
| -1% | -$23.8K | 1.2% | 18 |
|
|
2022
Q4 | $1.51M | Buy |
17,662
+244
| +1% | +$20.5K | 1.26% | 22 |
|
|
2022
Q3 | $1.35M | Sell |
17,418
-18,582
| -52% | -$1.59M | 1.14% | 21 |
|
|
2022
Q2 | $2.63M | Buy |
36,000
+18,003
| +100% | +$1.39M | 0.6% | 45 |
|
|
2022
Q1 | $1.55M | Buy |
17,997
+371
| +2% | +$32.1K | 1.05% | 32 |
|
|
2021
Q4 | $1.6M | Buy |
17,626
+662
| +4% | +$58.9K | 1.08% | 31 |
|
|
2021
Q3 | $1.49M | Buy |
16,964
+1,838
| +12% | +$172K | 1.03% | 29 |
|
|
2021
Q2 | $1.71M | Buy |
15,126
+4,345
| +40% | +$461K | 1.16% | 23 |
|
|
2021
Q1 | $1.18M | Buy |
10,781
+3,294
| +44% | +$357K | 1.16% | 28 |
|
|
2020
Q4 | $726K | Buy |
+7,487
| New | +$637K | 0.88% | 46 |
|
Other funds holding AEIS
VPM
VCM
