Ifrah Financial Services’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 | $608K | Sell |
1,885
-134
| -7% | -$38.8K | 0.16% | 94 |
|
|
2025
Q4 | $423K | Sell |
2,019
-227
| -10% | -$46.2K | 0.11% | 125 |
|
|
2025
Q3 | $382K | Sell |
2,246
-84
| -4% | -$12.6K | 0.1% | 137 |
|
|
2025
Q2 | $309K | Sell |
2,330
-76
| -3% | -$8.37K | 0.08% | 153 |
|
|
2025
Q1 | $229K | Sell |
2,406
-97
| -4% | -$11.1K | 0.07% | 177 |
|
|
2024
Q4 | $289K | Sell |
2,503
-27
| -1% | -$3.04K | 0.08% | 158 |
|
|
2024
Q3 | $266K | Sell |
2,530
-48
| -2% | -$5.04K | 0.07% | 175 |
|
|
2024
Q2 | $280K | Sell |
2,578
-6
| -0.2% | -$614 | 0.08% | 171 |
|
|
2024
Q1 | $264K | Buy |
2,584
+50
| +2% | +$5.1K | 0.07% | 181 |
|
|
2023
Q4 | $276K | Buy |
2,534
+27
| +1% | +$2.63K | 0.08% | 169 |
|
|
2023
Q3 | $259K | Sell |
2,507
-67
| -3% | -$7.5K | 0.08% | 170 |
|
|
2023
Q2 | $287K | Sell |
2,574
-16
| -0.6% | -$1.53K | 0.09% | 159 |
|
|
2023
Q1 | $254K | Sell |
2,590
-97
| -4% | -$9.14K | 0.08% | 168 |
|
|
2022
Q4 | $230K | Sell |
2,687
-14
| -0.5% | -$1.18K | 0.08% | 179 |
|
|
2022
Q3 | $209K | Sell |
2,701
-67
| -2% | -$5.75K | 0.07% | 180 |
|
|
2022
Q2 | $202K | Sell |
2,768
-53
| -2% | -$4.1K | 0.07% | 194 |
|
|
2022
Q1 | $243K | Buy |
2,821
+1
| +0% | +$87 | 0.07% | 193 |
|
|
2021
Q4 | $257K | Buy |
2,820
+21
| +0.8% | +$1.87K | 0.07% | 183 |
|
|
2021
Q3 | $246K | Buy |
2,799
+88
| +3% | +$8.23K | 0.07% | 183 |
|
|
2021
Q2 | $306K | Sell |
2,711
-34
| -1% | -$3.6K | 0.09% | 160 |
|
|
2021
Q1 | $300K | Sell |
2,745
-185
| -6% | -$20.1K | 0.09% | 163 |
|
|
2020
Q4 | $284K | Buy |
+2,930
| New | +$249K | 0.09% | 156 |
|
|
2020
Q3 | – | Sell |
-4,415
| Closed | -$299K | – | 178 |
|
|
2020
Q2 | $299K | Buy |
4,415
+184
| +4% | +$11K | 0.11% | 142 |
|
|
2020
Q1 | $205K | Buy |
4,231
+77
| +2% | +$4.89K | 0.09% | 153 |
|
|
2019
Q4 | $296K | Sell |
4,154
-55
| -1% | -$3.42K | 0.1% | 145 |
|
|
2019
Q3 | $242K | Sell |
4,209
-51
| -1% | -$2.75K | 0.09% | 156 |
|
|
2019
Q2 | $240K | Sell |
4,260
-90
| -2% | -$4.82K | 0.09% | 160 |
|
|
2019
Q1 | $216K | Buy |
+4,350
| New | +$211K | 0.08% | 169 |
|
|
2018
Q4 | – | Sell |
-4,489
| Closed | -$232K | – | 173 |
|
|
2018
Q3 | $232K | Sell |
4,489
-31
| -0.7% | -$1.79K | 0.08% | 170 |
|
|
2018
Q2 | $263K | Buy |
4,520
+49
| +1% | +$3.1K | 0.1% | 146 |
|
|
2018
Q1 | $286K | Buy |
+4,471
| New | +$309K | 0.1% | 155 |
|
|
2017
Q4 | – | Sell |
-2,517
| Closed | -$203K | – | 198 |
|
|
2017
Q3 | $203K | Buy |
+2,517
| New | +$182K | 0.08% | 185 |
|
Other funds holding AEIS
VPM
VCM
