Larson Financial Group’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 | $133 | Hold |
1
| – | – | ﹤0.01% | 3101 |
|
|
2025
Q1 | $95 | Hold |
1
| – | – | ﹤0.01% | 2899 |
|
|
2024
Q4 | $116 | Hold |
1
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q3 | $105 | Hold |
1
| – | – | ﹤0.01% | 2508 |
|
|
2024
Q2 | $109 | Buy |
+1
| New | +$109 | ﹤0.01% | 2215 |
|
|
2021
Q2 | – | Sell |
-101
| Closed | -$11K | – | 817 |
|
|
2021
Q1 | $11K | Hold |
101
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $10K | Hold |
101
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 495 |
|