IFP Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$2.67K | – | 2691 |
|
|
2025
Q1 | $2.67K | Hold |
28
| – | – | ﹤0.01% | 3050 |
|
|
2024
Q4 | $3.24K | Sell |
28
-9
| -24% | -$1.04K | ﹤0.01% | 2944 |
|
|
2024
Q3 | $3.89K | Hold |
37
| – | – | ﹤0.01% | 2742 |
|
|
2024
Q2 | $4.02K | Buy |
37
+5
| +16% | +$544 | ﹤0.01% | 2633 |
|
|
2024
Q1 | $3.26K | Sell |
32
-18
| -36% | -$1.84K | ﹤0.01% | 2570 |
|
|
2023
Q4 | $5.45K | Buy |
50
+25
| +100% | +$2.72K | ﹤0.01% | 2395 |
|
|
2023
Q3 | $2.58K | Hold |
25
| – | – | ﹤0.01% | 2760 |
|
|
2023
Q2 | $2.79K | Hold |
25
| – | – | ﹤0.01% | 2763 |
|
|
2023
Q1 | $1.66K | Sell |
25
-7
| -22% | -$466 | ﹤0.01% | 2954 |
|
|
2022
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 3970 |
|
|
2022
Q3 | $3K | Buy |
32
+7
| +28% | +$656 | ﹤0.01% | 4187 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 4073 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 4073 |
|
|
2021
Q4 | – | Sell |
-51
| Closed | -$4K | – | 3319 |
|
|
2021
Q3 | $4K | Sell |
51
-944
| -95% | -$74K | ﹤0.01% | 2546 |
|
|
2021
Q2 | $112K | Buy |
995
+42
| +4% | +$4.73K | ﹤0.01% | 1186 |
|
|
2021
Q1 | $104K | Buy |
953
+109
| +13% | +$11.9K | ﹤0.01% | 1155 |
|
|
2020
Q4 | $81K | Sell |
844
-13
| -2% | -$1.25K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $53K | Hold |
857
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q2 | $58K | Buy |
857
+1
| +0.1% | +$68 | ﹤0.01% | 1149 |
|
|
2020
Q1 | $46K | Buy |
856
+9
| +1% | +$484 | ﹤0.01% | 1149 |
|
|
2019
Q4 | $64K | Buy |
847
+12
| +1% | +$907 | ﹤0.01% | 1154 |
|
|
2019
Q3 | $48K | Buy |
+835
| New | +$48K | ﹤0.01% | 1383 |
|
|
2019
Q1 | – | Sell |
-920
| Closed | -$39K | – | 2358 |
|
|
2018
Q4 | $39K | Sell |
920
-28
| -3% | -$1.19K | ﹤0.01% | 1729 |
|
|
2018
Q3 | $49K | Sell |
948
-62
| -6% | -$3.21K | ﹤0.01% | 1894 |
|
|
2018
Q2 | $59K | Sell |
1,010
-21
| -2% | -$1.23K | ﹤0.01% | 1793 |
|
|
2018
Q1 | $70K | Hold |
1,031
| – | – | ﹤0.01% | 1604 |
|
|
2017
Q4 | $70K | Buy |
1,031
+29
| +3% | +$1.97K | ﹤0.01% | 1601 |
|
|
2017
Q3 | $81K | Sell |
1,002
-24
| -2% | -$1.94K | ﹤0.01% | 1663 |
|
|
2017
Q2 | $66K | Sell |
1,026
-26
| -2% | -$1.67K | ﹤0.01% | 1764 |
|
|
2017
Q1 | $72K | Sell |
1,052
-47
| -4% | -$3.22K | ﹤0.01% | 1694 |
|
|
2016
Q4 | $60K | Buy |
1,099
+118
| +12% | +$6.44K | ﹤0.01% | 1753 |
|
|
2016
Q3 | $46K | Buy |
981
+85
| +9% | +$3.99K | ﹤0.01% | 1855 |
|
|
2016
Q2 | $34K | Buy |
+896
| New | +$34K | ﹤0.01% | 1979 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$2K | – | 2358 |
|
|
2015
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 3276 |
|