Janney Montgomery Scott’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 | $445K | Sell |
3,360
-30
| -0.9% | -$3.97K | ﹤0.01% | 2085 |
|
|
2025
Q1 | $323K | Sell |
3,390
-2
| -0.1% | -$191 | ﹤0.01% | 2258 |
|
|
2024
Q4 | $392K | Buy |
3,392
+8
| +0.2% | +$925 | ﹤0.01% | 2147 |
|
|
2024
Q3 | $356K | Buy |
+3,384
| New | +$356K | ﹤0.01% | 2185 |
|
|
2024
Q2 | – | Sell |
-3,497
| Closed | -$357K | – | 2602 |
|
|
2024
Q1 | $357K | Buy |
3,497
+954
| +38% | +$97.4K | ﹤0.01% | 2222 |
|
|
2023
Q4 | $277K | Sell |
2,543
-133
| -5% | -$14.5K | ﹤0.01% | 2267 |
|
|
2023
Q3 | $276K | Sell |
2,676
-615
| -19% | -$63.4K | ﹤0.01% | 2182 |
|
|
2023
Q2 | $367K | Buy |
+3,291
| New | +$367K | ﹤0.01% | 2087 |
|
|
2023
Q1 | – | Sell |
-3,725
| Closed | -$320K | – | 2471 |
|
|
2022
Q4 | $320K | Buy |
3,725
+1,093
| +42% | +$93.9K | ﹤0.01% | 2074 |
|
|
2022
Q3 | $204K | Buy |
+2,632
| New | +$204K | ﹤0.01% | 2277 |
|
|
2021
Q1 | – | Sell |
-9,779
| Closed | -$948K | – | 2175 |
|
|
2020
Q4 | $948K | Sell |
9,779
-125
| -1% | -$12.1K | ﹤0.01% | 1204 |
|
|
2020
Q3 | $623K | Buy |
+9,904
| New | +$623K | ﹤0.01% | 1327 |
|
|
2020
Q1 | – | Sell |
-2,840
| Closed | -$202K | – | 1872 |
|
|
2019
Q4 | $202K | Buy |
+2,840
| New | +$202K | ﹤0.01% | 1930 |
|
|
2018
Q3 | – | Sell |
-11,840
| Closed | -$688K | – | 2049 |
|
|
2018
Q2 | $688K | Sell |
11,840
-647
| -5% | -$37.6K | 0.01% | 1213 |
|
|
2018
Q1 | $798K | Sell |
12,487
-2,738
| -18% | -$175K | 0.01% | 1067 |
|
|
2017
Q4 | $1.03M | Sell |
15,225
-1,007
| -6% | -$67.9K | 0.01% | 931 |
|
|
2017
Q3 | $1.31M | Sell |
16,232
-467
| -3% | -$37.7K | 0.01% | 797 |
|
|
2017
Q2 | $1.08M | Sell |
16,699
-7,859
| -32% | -$508K | 0.01% | 837 |
|
|
2017
Q1 | $1.68M | Buy |
24,558
+6,760
| +38% | +$464K | 0.02% | 628 |
|
|
2016
Q4 | $974K | Sell |
17,798
-4,020
| -18% | -$220K | 0.01% | 786 |
|
|
2016
Q3 | $1.03M | Buy |
+21,818
| New | +$1.03M | 0.02% | 647 |
|