Lindbrook Capital’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 | $23.1K | Buy |
242
+59
| +32% | +$5.62K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $21.2K | Sell |
183
-1
| -0.5% | -$116 | ﹤0.01% | 1262 |
|
|
2024
Q3 | $19.4K | Buy |
184
+6
| +3% | +$631 | ﹤0.01% | 1318 |
|
|
2024
Q2 | $19.4K | Buy |
178
+10
| +6% | +$1.09K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $17.1K | Buy |
168
+15
| +10% | +$1.53K | ﹤0.01% | 1294 |
|
|
2023
Q4 | $16.7K | Buy |
153
+90
| +143% | +$9.8K | ﹤0.01% | 1289 |
|
|
2023
Q3 | $6.5K | Buy |
63
+15
| +31% | +$1.55K | ﹤0.01% | 1641 |
|
|
2023
Q2 | $5.35K | Buy |
48
+16
| +50% | +$1.78K | ﹤0.01% | 1768 |
|
|
2023
Q1 | $3.14K | Hold |
32
| – | – | ﹤0.01% | 2052 |
|
|
2022
Q4 | $2.75K | Buy |
32
+15
| +88% | +$1.29K | ﹤0.01% | 2098 |
|
|
2022
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2212 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$2K | – | 2460 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1926 |
|