Pathstone Family Office’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $887K | Sell |
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|
2023
Q1 | $814K | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $542K | Buy |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $630K | Buy |
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|
2021
Q2 | $743K | Buy |
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|
2021
Q1 | $687K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Buy |
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