LA
Lucus Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,730
| Closed | -$319K | – | 193 |
|
|
2017
Q4 | $319K | Buy |
+4,730
| New | +$319K | 0.47% | 177 |
|
|
2017
Q3 | – | Sell |
-5,483
| Closed | -$355K | – | 189 |
|
|
2017
Q2 | $355K | Buy |
+5,483
| New | +$355K | 0.48% | 146 |
|
|
2016
Q2 | – | Sell |
-14,932
| Closed | -$519K | – | 251 |
|
|
2016
Q1 | $519K | Sell |
14,932
-2,095
| -12% | -$72.8K | 0.31% | 161 |
|
|
2015
Q4 | $481K | Sell |
17,027
-1,377
| -7% | -$38.9K | 0.29% | 55 |
|
|
2015
Q3 | $484K | Buy |
18,404
+535
| +3% | +$14.1K | 0.27% | 25 |
|
|
2015
Q2 | $491K | Sell |
17,869
-2,141
| -11% | -$58.8K | 0.24% | 199 |
|
|
2015
Q1 | $513K | Sell |
20,010
-2,186
| -10% | -$56K | 0.26% | 132 |
|
|
2014
Q4 | $526K | Buy |
+22,196
| New | +$526K | 0.23% | 22 |
|