Heritage Family Offices’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$207K	Hold	2,189	–	–	0.1%	174
2025 Q1	$209K	Buy	2,189 +170	+8%	+$16.2K	0.11%	171
2024 Q4	$233K	Buy	2,019 +116	+6%	+$13.4K	0.12%	164
2024 Q3	$200K	Buy	1,903 +20	+1%	+$2.1K	0.1%	177
2024 Q2	$205K	Buy	+1,883	New	+$205K	0.11%	163