Peterson Wealth Services’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 | $860K | Sell |
6,492
-2
| -0% | -$265 | 0.24% | 65 |
|
|
2025
Q1 | $619K | Sell |
6,494
-2,123
| -25% | -$202K | 0.19% | 73 |
|
|
2024
Q4 | $996K | Buy |
8,617
+528
| +7% | +$61.1K | 0.3% | 68 |
|
|
2024
Q3 | $851K | Buy |
8,089
+1,018
| +14% | +$107K | 0.27% | 74 |
|
|
2024
Q2 | $769K | Buy |
7,071
+823
| +13% | +$89.5K | 0.27% | 73 |
|
|
2024
Q1 | $637K | Buy |
6,248
+4,350
| +229% | +$444K | 0.23% | 80 |
|
|
2023
Q4 | $207K | Buy |
+1,898
| New | +$207K | 0.09% | 100 |
|