James Investment Research’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-700
| Closed | -$35K | – | 671 |
|
|
2019
Q1 | $35K | Hold |
700
| – | – | ﹤0.01% | 672 |
|
|
2018
Q4 | $30K | Sell |
700
-400
| -36% | -$17.1K | ﹤0.01% | 674 |
|
|
2018
Q3 | $57K | Sell |
1,100
-5,925
| -84% | -$307K | ﹤0.01% | 668 |
|
|
2018
Q2 | $408K | Sell |
7,025
-25,580
| -78% | -$1.49M | 0.02% | 539 |
|
|
2018
Q1 | $2.08M | Buy |
32,605
+26,285
| +416% | +$1.68M | 0.08% | 277 |
|
|
2017
Q4 | $426K | Sell |
6,320
-28,060
| -82% | -$1.89M | 0.01% | 527 |
|
|
2017
Q3 | $2.78M | Sell |
34,380
-8,315
| -19% | -$672K | 0.09% | 173 |
|
|
2017
Q2 | $2.76M | Buy |
+42,695
| New | +$2.76M | 0.09% | 168 |
|