Ladenburg Thalmann Financial Services’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $89K | Buy |
1,246
+314
| +34% | +$22.4K | ﹤0.01% | 3109 |
|
|
2019
Q3 | $54K | Sell |
932
-22
| -2% | -$1.28K | ﹤0.01% | 3385 |
|
|
2019
Q2 | $54K | Sell |
954
-25
| -3% | -$1.42K | ﹤0.01% | 3401 |
|
|
2019
Q1 | $48K | Buy |
979
+186
| +23% | +$9.12K | ﹤0.01% | 3421 |
|
|
2018
Q4 | $34K | Sell |
793
-1,510
| -66% | -$64.7K | ﹤0.01% | 3517 |
|
|
2018
Q3 | $119K | Sell |
2,303
-676
| -23% | -$34.9K | ﹤0.01% | 2692 |
|
|
2018
Q2 | $190K | Hold |
2,979
| – | – | ﹤0.01% | 2278 |
|
|
2018
Q1 | $190K | Buy |
2,979
+513
| +21% | +$32.7K | ﹤0.01% | 2278 |
|
|
2017
Q4 | $166K | Sell |
2,466
-114
| -4% | -$7.67K | ﹤0.01% | 2338 |
|
|
2017
Q3 | $208K | Sell |
2,580
-94
| -4% | -$7.58K | ﹤0.01% | 2078 |
|
|
2017
Q2 | $172K | Sell |
2,674
-5,904
| -69% | -$380K | ﹤0.01% | 2127 |
|
|
2017
Q1 | $587K | Buy |
8,578
+5,406
| +170% | +$370K | 0.01% | 1220 |
|
|
2016
Q4 | $170K | Buy |
3,172
+2,095
| +195% | +$112K | ﹤0.01% | 1930 |
|
|
2016
Q3 | $51K | Buy |
1,077
+396
| +58% | +$18.8K | ﹤0.01% | 2760 |
|
|
2016
Q2 | $25K | Buy |
681
+251
| +58% | +$9.21K | ﹤0.01% | 3176 |
|
|
2016
Q1 | $14K | Buy |
430
+100
| +30% | +$3.26K | ﹤0.01% | 3483 |
|
|
2015
Q4 | $9K | Buy |
+330
| New | +$9K | ﹤0.01% | 3719 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$5K | – | 4560 |
|
|
2014
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 3715 |
|
|
2014
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3458 |
|