JFS Wealth Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Sell |
9
-12
| -57% | -$1.59K | ﹤0.01% | 1526 |
|
|
2025
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q4 | $2.43K | Hold |
21
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q3 | $2.21K | Buy |
21
+1
| +5% | +$105 | ﹤0.01% | 1442 |
|
|
2024
Q2 | $2.18K | Hold |
20
| – | – | ﹤0.01% | 1400 |
|
|
2024
Q1 | $2.04K | Hold |
20
| – | – | ﹤0.01% | 1429 |
|
|
2023
Q4 | $2.18K | Sell |
20
-3
| -13% | -$327 | ﹤0.01% | 1395 |
|
|
2023
Q3 | $2.37K | Hold |
23
| – | – | ﹤0.01% | 1293 |
|
|
2023
Q2 | $2.56K | Hold |
23
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q1 | $2.25K | Sell |
23
-3
| -12% | -$294 | ﹤0.01% | 1313 |
|
|
2022
Q4 | $2.23K | Buy |
26
+2
| +8% | +$172 | ﹤0.01% | 1334 |
|
|
2022
Q3 | $2K | Buy |
24
+17
| +243% | +$1.42K | ﹤0.01% | 1270 |
|
|
2022
Q2 | $1K | Sell |
7
-12
| -63% | -$1.71K | ﹤0.01% | 1448 |
|
|
2022
Q1 | $2K | Buy |
19
+12
| +171% | +$1.26K | ﹤0.01% | 1359 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1230 |
|