Patriot Financial Group Insurance Agency’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $352K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Buy |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $23K | Buy |
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