LGT Financial Advisors’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 |
-68
| Closed | -$7.86K | – | 309 |
|
|
2024
Q4 | $7.86K | Hold |
68
| – | – | 0.02% | 476 |
|
|
2024
Q3 | $7.16K | Hold |
68
| – | – | 0.02% | 468 |
|
|
2024
Q2 | $7.4K | Hold |
68
| – | – | 0.02% | 531 |
|
|
2024
Q1 | $6.94K | Hold |
68
| – | – | 0.01% | 556 |
|
|
2023
Q4 | $7.41K | Hold |
68
| – | – | 0.01% | 552 |
|
|
2023
Q3 | $7.01K | Buy |
+68
| New | +$7.01K | 0.01% | 550 |
|