Kestra Advisory Services’s Advanced Energy AEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,459
Closed -$284K 2746
2024
Q4
$284K Buy
+2,459
New +$284K ﹤0.01% 2251