Mercer Global Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
1,520
-1,120
| -42% | -$148K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $252K | Sell |
2,640
-261
| -9% | -$24.9K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $335K | Buy |
+2,901
| New | +$335K | ﹤0.01% | 1680 |
|
|
2024
Q1 | – | Sell |
-6,160
| Closed | -$671K | – | 1954 |
|
|
2023
Q4 | $671K | Buy |
6,160
+138
| +2% | +$15K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $621K | Buy |
6,022
+611
| +11% | +$63K | ﹤0.01% | 1143 |
|
|
2023
Q2 | $603K | Buy |
5,411
+3,288
| +155% | +$366K | ﹤0.01% | 1145 |
|
|
2023
Q1 | $208K | Buy |
+2,123
| New | +$208K | ﹤0.01% | 1711 |
|
|
2022
Q4 | – | Sell |
-4,108
| Closed | -$318K | – | 1929 |
|
|
2022
Q3 | $318K | Buy |
4,108
+27
| +0.7% | +$2.09K | ﹤0.01% | 1370 |
|
|
2022
Q2 | $298K | Buy |
4,081
+50
| +1% | +$3.65K | ﹤0.01% | 1425 |
|
|
2022
Q1 | $347K | Buy |
4,031
+1,660
| +70% | +$143K | ﹤0.01% | 1436 |
|
|
2021
Q4 | $216K | Buy |
2,371
+61
| +3% | +$5.56K | ﹤0.01% | 1615 |
|
|
2021
Q3 | $203K | Buy |
2,310
+77
| +3% | +$6.77K | ﹤0.01% | 1609 |
|
|
2021
Q2 | $252K | Buy |
2,233
+283
| +15% | +$31.9K | ﹤0.01% | 1457 |
|
|
2021
Q1 | $213K | Buy |
+1,950
| New | +$213K | ﹤0.01% | 1449 |
|