Mount Yale Investment Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.03M | Sell |
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|
2025
Q3 | $862K | Buy |
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|
2025
Q2 | $96.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $33K | Sell |
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|
2018
Q2 | $111K | Buy |
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|
2018
Q1 | $120K | Buy |
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