Independent Portfolio Consultants’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Sell |
185
-550
| -75% | -$35.7K | 0.01% | 672 |
|
|
2017
Q1 | $50K | Sell |
735
-350
| -32% | -$23.8K | 0.02% | 555 |
|
|
2016
Q4 | $59K | Sell |
1,085
-275
| -20% | -$15K | 0.02% | 520 |
|
|
2016
Q3 | $64K | Sell |
1,360
-525
| -28% | -$24.7K | 0.02% | 502 |
|
|
2016
Q2 | $72K | Buy |
+1,885
| New | +$72K | 0.02% | 499 |
|
|
2014
Q4 | – | Sell |
-1,660
| Closed | -$31K | – | 787 |
|
|
2014
Q3 | $31K | Sell |
1,660
-2,110
| -56% | -$39.4K | 0.01% | 673 |
|
|
2014
Q2 | $73K | Buy |
+3,770
| New | +$73K | 0.02% | 578 |
|