Koch Industries’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,691
| Closed | -$364K | – | 21 |
|
|
2018
Q1 | $364K | Sell |
5,691
-2,490
| -30% | -$159K | 0.04% | 551 |
|
|
2017
Q4 | $552K | Buy |
8,181
+86
| +1% | +$5.8K | 0.08% | 212 |
|
|
2017
Q3 | $654K | Sell |
8,095
-1,543
| -16% | -$125K | 0.16% | 107 |
|
|
2017
Q2 | $623K | Buy |
9,638
+6,021
| +166% | +$389K | 0.17% | 91 |
|
|
2017
Q1 | $248K | Buy |
+3,617
| New | +$248K | 0.21% | 149 |
|