IFP 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 | $6.78K | Hold |
21
| – | – | ﹤0.01% | 3364 |
|
|
2025
Q4 | $4.4K | Sell |
21
-9
| -30% | -$1.83K | ﹤0.01% | 3477 |
|
|
2025
Q3 | $5.1K | Buy |
+30
| New | +$4.52K | ﹤0.01% | 3237 |
|
|
2025
Q2 | – | Sell |
-28
| Closed | -$3.08K | – | 2691 |
|
|
2025
Q1 | $2.67K | Hold |
28
| – | – | ﹤0.01% | 3050 |
|
|
2024
Q4 | $3.24K | Sell |
28
-9
| -24% | -$1.01K | ﹤0.01% | 2944 |
|
|
2024
Q3 | $3.89K | Hold |
37
| – | – | ﹤0.01% | 2742 |
|
|
2024
Q2 | $4.02K | Buy |
37
+5
| +16% | +$512 | ﹤0.01% | 2633 |
|
|
2024
Q1 | $3.26K | Sell |
32
-18
| -36% | -$1.84K | ﹤0.01% | 2570 |
|
|
2023
Q4 | $5.45K | Buy |
50
+25
| +100% | +$2.43K | ﹤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% | -$659 | ﹤0.01% | 2954 |
|
|
2022
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 3970 |
|
|
2022
Q3 | $3K | Buy |
32
+7
| +28% | +$601 | ﹤0.01% | 4186 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 4072 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2.17K | ﹤0.01% | 4072 |
|
|
2021
Q4 | – | Sell |
-51
| Closed | -$4K | – | 3370 |
|
|
2021
Q3 | $4K | Sell |
51
-944
| -95% | -$88.3K | ﹤0.01% | 2607 |
|
|
2021
Q2 | $112K | Buy |
995
+42
| +4% | +$4.45K | ﹤0.01% | 1186 |
|
|
2021
Q1 | $104K | Buy |
953
+109
| +13% | +$11.8K | ﹤0.01% | 1155 |
|
|
2020
Q4 | $81K | Sell |
844
-13
| -2% | -$1.11K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $53K | Hold |
857
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q2 | $58K | Buy |
857
+1
| +0.1% | +$60 | ﹤0.01% | 1150 |
|
|
2020
Q1 | $46K | Buy |
856
+9
| +1% | +$571 | ﹤0.01% | 1151 |
|
|
2019
Q4 | $64K | Buy |
847
+12
| +1% | +$747 | ﹤0.01% | 1154 |
|
|
2019
Q3 | $48K | Buy |
+835
| New | +$45.1K | ﹤0.01% | 1383 |
|
|
2019
Q1 | – | Sell |
-920
| Closed | -$39K | – | 2360 |
|
|
2018
Q4 | $39K | Sell |
920
-28
| -3% | -$1.25K | ﹤0.01% | 1741 |
|
|
2018
Q3 | $49K | Sell |
948
-62
| -6% | -$3.59K | ﹤0.01% | 1904 |
|
|
2018
Q2 | $59K | Sell |
1,010
-21
| -2% | -$1.33K | ﹤0.01% | 1811 |
|
|
2018
Q1 | $70K | Hold |
1,031
| – | – | ﹤0.01% | 1604 |
|
|
2017
Q4 | $70K | Buy |
1,031
+29
| +3% | +$2.34K | ﹤0.01% | 1617 |
|
|
2017
Q3 | $81K | Sell |
1,002
-24
| -2% | -$1.74K | ﹤0.01% | 1673 |
|
|
2017
Q2 | $66K | Sell |
1,026
-26
| -2% | -$1.9K | ﹤0.01% | 1779 |
|
|
2017
Q1 | $72K | Sell |
1,052
-47
| -4% | -$2.9K | ﹤0.01% | 1703 |
|
|
2016
Q4 | $60K | Buy |
1,099
+118
| +12% | +$6.04K | ﹤0.01% | 1762 |
|
|
2016
Q3 | $46K | Buy |
981
+85
| +9% | +$3.61K | ﹤0.01% | 1865 |
|
|
2016
Q2 | $34K | Buy |
+896
| New | +$32K | ﹤0.01% | 1988 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$2K | – | 2357 |
|
|
2015
Q4 | $2K | Buy |
+75
| New | +$2.14K | ﹤0.01% | 3292 |
|
Other funds holding AEIS
VPM
VCM
