Montag & Associates’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 | $1.69K | Hold |
13
| – | – | ﹤0.01% | 863 |
|
|
2025
Q1 | $1.21K | Hold |
13
| – | – | ﹤0.01% | 933 |
|
|
2024
Q4 | $1.47K | Buy |
13
+1
| +8% | +$113 | ﹤0.01% | 915 |
|
|
2024
Q3 | $1.25K | Buy |
12
+2
| +20% | +$208 | ﹤0.01% | 954 |
|
|
2024
Q2 | $1.06K | Hold |
10
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $989 | Buy |
+10
| New | +$989 | ﹤0.01% | 925 |
|