Mosaic Family Wealth’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-61
| Closed | -$4K | – | 902 |
|
|
2017
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 585 |
|
|
2017
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 594 |
|
|
2016
Q4 | $3K | Buy |
61
+16
| +36% | +$787 | ﹤0.01% | 614 |
|
|
2016
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 670 |
|
|
2016
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 706 |
|