Mount Yale Investment Advisors’s Advanced Energy AEIS Stock Holding History

Mount Yale Investment Advisors’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	$96.6K	Buy
2021 Q4	–	Sell
2021 Q3	$283K	Buy
2021 Q2	$361K	Sell
2021 Q1	$357K	Sell
2020 Q4	$330K	Buy
2018 Q4	–	Sell
2018 Q3	$33K	Sell
2018 Q2	$111K	Buy
2018 Q1	$120K	Buy