Inspire Investing’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
2,945
-645
| -18% | -$85.5K | 0.04% | 510 |
|
|
2025
Q1 | $342K | Buy |
3,590
+136
| +4% | +$13K | 0.04% | 656 |
|
|
2024
Q4 | $399K | Sell |
3,454
-451
| -12% | -$52.1K | 0.04% | 667 |
|
|
2024
Q3 | $411K | Buy |
3,905
+674
| +21% | +$70.9K | 0.04% | 656 |
|
|
2024
Q2 | $351K | Sell |
3,231
-285
| -8% | -$31K | 0.04% | 590 |
|
|
2024
Q1 | $359K | Sell |
3,516
-5
| -0.1% | -$510 | 0.04% | 578 |
|
|
2023
Q4 | $384K | Buy |
3,521
+550
| +19% | +$59.9K | 0.04% | 583 |
|
|
2023
Q3 | $306K | Buy |
2,971
+153
| +5% | +$15.8K | 0.04% | 610 |
|
|
2023
Q2 | $314K | Buy |
2,818
+9
| +0.3% | +$1K | 0.04% | 570 |
|
|
2023
Q1 | $275K | Sell |
2,809
-473
| -14% | -$46.4K | 0.04% | 445 |
|
|
2022
Q4 | $282K | Buy |
3,282
+85
| +3% | +$7.29K | 0.04% | 318 |
|
|
2022
Q3 | $247K | Sell |
3,197
-245
| -7% | -$18.9K | 0.03% | 300 |
|
|
2022
Q2 | $251K | Buy |
3,442
+131
| +4% | +$9.55K | 0.03% | 329 |
|
|
2022
Q1 | $285K | Buy |
3,311
+613
| +23% | +$52.8K | 0.03% | 340 |
|
|
2021
Q4 | $246K | Buy |
2,698
+124
| +5% | +$11.3K | 0.03% | 691 |
|
|
2021
Q3 | $226K | Sell |
2,574
-1,254
| -33% | -$110K | 0.03% | 675 |
|
|
2021
Q2 | $431K | Buy |
3,828
+116
| +3% | +$13.1K | 0.06% | 399 |
|
|
2021
Q1 | $405K | Buy |
+3,712
| New | +$405K | 0.06% | 395 |
|
|
2020
Q4 | – | Sell |
-3,672
| Closed | -$231K | – | 625 |
|
|
2020
Q3 | $231K | Buy |
3,672
+262
| +8% | +$16.5K | 0.06% | 303 |
|
|
2020
Q2 | $231K | Buy |
+3,410
| New | +$231K | 0.08% | 342 |
|
|
2018
Q1 | – | Sell |
-797
| Closed | -$54K | – | 209 |
|
|
2017
Q4 | $54K | Buy |
+797
| New | +$54K | 0.05% | 663 |
|