Montag & Associates’s Advanced Energy AEIS Stock Holding History

Montag & Associates’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.69K	Hold
2025 Q1	$1.21K	Hold
2024 Q4	$1.47K	Buy
2024 Q3	$1.25K	Buy
2024 Q2	$1.05K	Hold
2024 Q1	$989	Buy