Laurie J. Hall Trustee’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$6K | – | 260 |
|
|
2022
Q4 | $6K | Sell |
70
-45
| -39% | -$3.86K | ﹤0.01% | 247 |
|
|
2022
Q3 | $9K | Sell |
115
-55
| -32% | -$4.3K | ﹤0.01% | 251 |
|
|
2022
Q2 | $12K | Hold |
170
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $15K | Buy |
170
+10
| +6% | +$882 | 0.01% | 253 |
|
|
2021
Q4 | $15K | Hold |
160
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $14K | Sell |
160
-110
| -41% | -$9.63K | 0.01% | 262 |
|
|
2021
Q2 | $30K | Hold |
270
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $29K | Hold |
270
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $26K | Hold |
270
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $17K | Buy |
+270
| New | +$17K | 0.01% | 244 |
|
|
2019
Q4 | $13K | Buy |
180
+90
| +100% | +$6.5K | 0.01% | 258 |
|
|
2019
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 285 |
|
|
2019
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 307 |
|
|
2018
Q4 | $4K | Sell |
90
-20
| -18% | -$889 | ﹤0.01% | 306 |
|
|
2018
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 319 |
|
|
2018
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 315 |
|
|
2018
Q1 | $7K | Buy |
+110
| New | +$7K | ﹤0.01% | 305 |
|