NewEdge Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,569
| Closed | -$262K | – | 3784 |
|
|
2024
Q1 | $262K | Sell |
2,569
-69
| -3% | -$7.04K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $284K | Buy |
2,638
+73
| +3% | +$7.87K | ﹤0.01% | 1564 |
|
|
2023
Q3 | $265K | Buy |
+2,565
| New | +$265K | ﹤0.01% | 1496 |
|
|
2017
Q3 | – | Sell |
-58
| Closed | -$3.97K | – | 389 |
|
|
2017
Q2 | $3.97K | Buy |
+58
| New | +$3.97K | ﹤0.01% | 1185 |
|