Orion Portfolio Solutions’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
Q1 | $522K | Buy |
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|
2024
Q4 | $626K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $1K | Buy |
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