Mackenzie Financial’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 | $314K | Hold |
2,370
| – | – | ﹤0.01% | 1377 |
|
|
2025
Q1 | $226K | Hold |
2,370
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q4 | $274K | Hold |
2,370
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q3 | $249K | Hold |
2,370
| – | – | ﹤0.01% | 1276 |
|
|
2024
Q2 | $258K | Hold |
2,370
| – | – | ﹤0.01% | 1231 |
|
|
2024
Q1 | $242K | Hold |
2,370
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q4 | $258K | Hold |
2,370
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q3 | $235K | Sell |
2,370
-1,108
| -32% | -$110K | ﹤0.01% | 1226 |
|
|
2023
Q2 | $387K | Hold |
3,478
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q1 | $341K | Hold |
3,478
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q4 | $298K | Buy |
+3,478
| New | +$298K | ﹤0.01% | 1092 |
|
|
2019
Q3 | – | Sell |
-3,917
| Closed | -$220K | – | 1002 |
|
|
2019
Q2 | $220K | Sell |
3,917
-118,358
| -97% | -$6.65M | ﹤0.01% | 1016 |
|
|
2019
Q1 | $6.08M | Buy |
122,275
+34,278
| +39% | +$1.7M | 0.01% | 473 |
|
|
2018
Q4 | $3.78M | Sell |
87,997
-641
| -0.7% | -$27.5K | 0.01% | 574 |
|
|
2018
Q3 | $4.58M | Buy |
88,638
+1,300
| +1% | +$67.1K | 0.01% | 509 |
|
|
2018
Q2 | $5.07M | Sell |
87,338
-2,200
| -2% | -$128K | 0.01% | 449 |
|
|
2018
Q1 | $5.72M | Sell |
89,538
-100
| -0.1% | -$6.39K | 0.01% | 413 |
|
|
2017
Q4 | $6.05M | Hold |
89,638
| – | – | 0.01% | 406 |
|
|
2017
Q3 | $7.24M | Hold |
89,638
| – | – | 0.04% | 299 |
|
|
2017
Q2 | $5.8M | Sell |
89,638
-19,543
| -18% | -$1.26M | 0.03% | 297 |
|
|
2017
Q1 | $7.49M | Sell |
109,181
-2,800
| -3% | -$192K | 0.04% | 260 |
|
|
2016
Q4 | $6.13M | Sell |
111,981
-35,811
| -24% | -$1.96M | 0.04% | 261 |
|
|
2016
Q3 | $6.99M | Buy |
147,792
+44,105
| +43% | +$2.09M | 0.04% | 227 |
|
|
2016
Q2 | $3.94M | Buy |
+103,687
| New | +$3.94M | 0.02% | 345 |
|