Icon Wealth Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-207
| Closed | -$10K | – | 174 |
|
|
2019
Q1 | $10K | Buy |
+207
| New | +$10K | ﹤0.01% | 659 |
|
|
2018
Q3 | – | Sell |
-170
| Closed | -$10K | – | 277 |
|
|
2018
Q2 | $10K | Buy |
+170
| New | +$10K | ﹤0.01% | 690 |
|
|
2018
Q1 | – | Sell |
-161
| Closed | -$11K | – | 261 |
|
|
2017
Q4 | $11K | Buy |
+161
| New | +$11K | 0.01% | 693 |
|