HighTower Advisors’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 | $598K | Sell |
4,510
-587
| -12% | -$77.8K | ﹤0.01% | 2359 |
|
|
2025
Q1 | $486K | Sell |
5,097
-10
| -0.2% | -$953 | ﹤0.01% | 2466 |
|
|
2024
Q4 | $590K | Sell |
5,107
-810
| -14% | -$93.7K | ﹤0.01% | 2333 |
|
|
2024
Q3 | $623K | Buy |
5,917
+64
| +1% | +$6.74K | ﹤0.01% | 2236 |
|
|
2024
Q2 | $642K | Buy |
5,853
+247
| +4% | +$27.1K | ﹤0.01% | 2133 |
|
|
2024
Q1 | $576K | Buy |
5,606
+261
| +5% | +$26.8K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $585K | Buy |
5,345
+852
| +19% | +$93.3K | ﹤0.01% | 2192 |
|
|
2023
Q3 | $467K | Buy |
4,493
+114
| +3% | +$11.8K | ﹤0.01% | 2268 |
|
|
2023
Q2 | $491K | Buy |
4,379
+1,166
| +36% | +$131K | ﹤0.01% | 2208 |
|
|
2023
Q1 | $317K | Buy |
3,213
+40
| +1% | +$3.95K | ﹤0.01% | 2407 |
|
|
2022
Q4 | $272K | Sell |
3,173
-44
| -1% | -$3.77K | ﹤0.01% | 2520 |
|
|
2022
Q3 | $251K | Sell |
3,217
-217
| -6% | -$16.9K | ﹤0.01% | 2444 |
|
|
2022
Q2 | $252K | Sell |
3,434
-407
| -11% | -$29.9K | ﹤0.01% | 2457 |
|
|
2022
Q1 | $330K | Buy |
3,841
+755
| +24% | +$64.9K | ﹤0.01% | 2432 |
|
|
2021
Q4 | $281K | Buy |
3,086
+619
| +25% | +$56.4K | ﹤0.01% | 2496 |
|
|
2021
Q3 | $216K | Sell |
2,467
-43
| -2% | -$3.77K | ﹤0.01% | 2636 |
|
|
2021
Q2 | $282K | Buy |
2,510
+412
| +20% | +$46.3K | ﹤0.01% | 2402 |
|
|
2021
Q1 | $229K | Sell |
2,098
-780
| -27% | -$85.1K | ﹤0.01% | 2482 |
|
|
2020
Q4 | $277K | Buy |
+2,878
| New | +$277K | ﹤0.01% | 1961 |
|
|
2019
Q3 | – | Sell |
-4,461
| Closed | -$253K | – | 2262 |
|
|
2019
Q2 | $253K | Buy |
+4,461
| New | +$253K | ﹤0.01% | 1896 |
|
|
2017
Q4 | – | Sell |
-4,085
| Closed | -$331K | – | 2134 |
|
|
2017
Q3 | $331K | Buy |
4,085
+513
| +14% | +$41.6K | ﹤0.01% | 1634 |
|
|
2017
Q2 | $231K | Sell |
3,572
-1,145
| -24% | -$74K | ﹤0.01% | 1770 |
|
|
2017
Q1 | $323K | Buy |
+4,717
| New | +$323K | ﹤0.01% | 1516 |
|