IHT Wealth Management’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-361
| Closed | -$22K | – | 426 |
|
|
2018
Q1 | $22K | Hold |
361
| – | – | 0.01% | 932 |
|
|
2017
Q4 | $26K | Hold |
361
| – | – | 0.01% | 904 |
|
|
2017
Q3 | $30K | Hold |
361
| – | – | 0.01% | 651 |
|
|
2017
Q2 | $25 | Sell |
361
-332
| -48% | -$23 | 0.01% | 709 |
|
|
2017
Q1 | $46K | Hold |
693
| – | – | 0.03% | 435 |
|
|
2016
Q4 | $38K | Buy |
+693
| New | +$38K | 0.03% | 439 |
|