Mount Yale Investment Advisors’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 | $96.6K | Buy |
+729
| New | +$96.6K | 0.01% | 666 |
|
|
2021
Q4 | – | Sell |
-3,220
| Closed | -$283K | – | 449 |
|
|
2021
Q3 | $283K | Buy |
3,220
+14
| +0.4% | +$1.23K | 0.03% | 361 |
|
|
2021
Q2 | $361K | Sell |
3,206
-68
| -2% | -$7.66K | 0.04% | 290 |
|
|
2021
Q1 | $357K | Sell |
3,274
-127
| -4% | -$13.8K | 0.05% | 288 |
|
|
2020
Q4 | $330K | Buy |
+3,401
| New | +$330K | 0.05% | 287 |
|
|
2018
Q4 | – | Sell |
-735
| Closed | -$33K | – | 320 |
|
|
2018
Q3 | $33K | Sell |
735
-1,177
| -62% | -$52.8K | 0.01% | 682 |
|
|
2018
Q2 | $111K | Buy |
1,912
+35
| +2% | +$2.03K | 0.02% | 423 |
|
|
2018
Q1 | $120K | Buy |
+1,877
| New | +$120K | 0.03% | 396 |
|