MSI Financial Services’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $14K | Buy |
+252
| New | +$14K | ﹤0.01% | 2597 |
|
|
2015
Q2 | – | Sell |
-499
| Closed | -$13K | – | 3066 |
|
|
2015
Q1 | $13K | Sell |
499
-336
| -40% | -$8.75K | ﹤0.01% | 2014 |
|
|
2014
Q4 | $20K | Buy |
835
+477
| +133% | +$11.4K | ﹤0.01% | 1509 |
|
|
2014
Q3 | $7K | Sell |
358
-300
| -46% | -$5.87K | ﹤0.01% | 1949 |
|
|
2014
Q2 | $13K | Sell |
658
-200
| -23% | -$3.95K | ﹤0.01% | 1662 |
|
|
2014
Q1 | $21K | Buy |
858
+500
| +140% | +$12.2K | ﹤0.01% | 1410 |
|
|
2013
Q4 | $8K | Hold |
358
| – | – | ﹤0.01% | 1774 |
|
|
2013
Q3 | $6K | Hold |
358
| – | – | ﹤0.01% | 1615 |
|
|
2013
Q2 | $6K | Buy |
+358
| New | +$6K | ﹤0.01% | 1727 |
|