Nisa 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 | $659K | Sell |
4,976
-192
| -4% | -$25.4K | ﹤0.01% | 930 |
|
|
2025
Q1 | $493K | Buy |
5,168
+160
| +3% | +$15.3K | ﹤0.01% | 1007 |
|
|
2024
Q4 | $579K | Buy |
5,008
+85
| +2% | +$9.83K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $518K | Sell |
4,923
-1,329
| -21% | -$140K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $680K | Buy |
6,252
+212
| +4% | +$23.1K | ﹤0.01% | 983 |
|
|
2024
Q1 | $616K | Buy |
6,040
+27
| +0.4% | +$2.75K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $655K | Sell |
6,013
-20
| -0.3% | -$2.18K | ﹤0.01% | 972 |
|
|
2023
Q3 | $622K | Sell |
6,033
-1,300
| -18% | -$134K | ﹤0.01% | 1001 |
|
|
2023
Q2 | $817K | Buy |
7,333
+2,520
| +52% | +$281K | 0.01% | 928 |
|
|
2023
Q1 | $472K | Buy |
4,813
+20
| +0.4% | +$1.96K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $411K | Hold |
4,793
| – | – | ﹤0.01% | 1177 |
|
|
2022
Q3 | $372K | Buy |
4,793
+25
| +0.5% | +$1.94K | ﹤0.01% | 1123 |
|
|
2022
Q2 | $348K | Sell |
4,768
-440
| -8% | -$32.1K | ﹤0.01% | 1167 |
|
|
2022
Q1 | $448K | Buy |
+5,208
| New | +$448K | ﹤0.01% | 1117 |
|
|
2021
Q4 | – | Sell |
-5,590
| Closed | -$491 | – | 2154 |
|
|
2021
Q3 | $491 | Hold |
5,590
| – | – | ﹤0.01% | 1125 |
|
|
2021
Q2 | $630 | Sell |
5,590
-3,900
| -41% | -$440 | ﹤0.01% | 1077 |
|
|
2021
Q1 | $1.04K | Sell |
9,490
-6,100
| -39% | -$666 | 0.01% | 933 |
|
|
2020
Q4 | $1.51M | Sell |
15,590
-200
| -1% | -$19.4K | 0.01% | 771 |
|
|
2020
Q3 | $994K | Buy |
15,790
+900
| +6% | +$56.7K | 0.01% | 813 |
|
|
2020
Q2 | $1.01M | Buy |
14,890
+50
| +0.3% | +$3.39K | 0.01% | 787 |
|
|
2020
Q1 | $720K | Sell |
14,840
-130
| -0.9% | -$6.31K | 0.01% | 808 |
|
|
2019
Q4 | $1.07M | Buy |
14,970
+240
| +2% | +$17.1K | 0.01% | 858 |
|
|
2019
Q3 | $846K | Hold |
14,730
| – | – | 0.01% | 919 |
|
|
2019
Q2 | $829K | Hold |
14,730
| – | – | 0.01% | 911 |
|
|
2019
Q1 | $732K | Hold |
14,730
| – | – | 0.01% | 943 |
|
|
2018
Q4 | $632K | Hold |
14,730
| – | – | 0.01% | 926 |
|
|
2018
Q3 | $761K | Hold |
14,730
| – | – | 0.01% | 974 |
|
|
2018
Q2 | $856K | Hold |
14,730
| – | – | 0.01% | 888 |
|
|
2018
Q1 | $974K | Sell |
14,730
-50
| -0.3% | -$3.31K | 0.01% | 823 |
|
|
2017
Q4 | $997K | Hold |
14,780
| – | – | 0.01% | 831 |
|
|
2017
Q3 | $1.19M | Hold |
14,780
| – | – | 0.01% | 768 |
|
|
2017
Q2 | $1.08M | Buy |
14,780
+150
| +1% | +$11K | 0.01% | 791 |
|
|
2017
Q1 | $1M | Sell |
14,630
-1,120
| -7% | -$76.8K | 0.01% | 816 |
|
|
2016
Q4 | $862K | Sell |
15,750
-450
| -3% | -$24.6K | 0.01% | 860 |
|
|
2016
Q3 | $767K | Buy |
16,200
+2,000
| +14% | +$94.7K | 0.01% | 877 |
|
|
2016
Q2 | $539K | Hold |
14,200
| – | – | 0.01% | 958 |
|
|
2016
Q1 | $494K | Hold |
14,200
| – | – | 0.01% | 1007 |
|
|
2015
Q4 | $401K | Hold |
14,200
| – | – | 0.01% | 1021 |
|
|
2015
Q3 | $353K | Hold |
14,200
| – | – | 0.01% | 1070 |
|
|
2015
Q2 | $390K | Hold |
14,200
| – | – | 0.01% | 1096 |
|
|
2015
Q1 | $364K | Buy |
14,200
+700
| +5% | +$17.9K | 0.01% | 1130 |
|
|
2014
Q4 | $320K | Hold |
13,500
| – | – | ﹤0.01% | 1135 |
|
|
2014
Q3 | $254K | Hold |
13,500
| – | – | ﹤0.01% | 1189 |
|
|
2014
Q2 | $260K | Sell |
13,500
-13,000
| -49% | -$250K | ﹤0.01% | 1214 |
|
|
2014
Q1 | $649K | Sell |
26,500
-5,500
| -17% | -$135K | 0.01% | 946 |
|
|
2013
Q4 | $732K | Buy |
32,000
+5,000
| +19% | +$114K | 0.01% | 902 |
|
|
2013
Q3 | $473K | Hold |
27,000
| – | – | 0.01% | 1028 |
|
|
2013
Q2 | $470K | Buy |
+27,000
| New | +$470K | 0.01% | 1030 |
|