Phoenix Financial’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-248,722
| Closed | -$16M | – | 321 |
|
|
2020
Q2 | $16M | Sell |
248,722
-141,791
| -36% | -$9.13M | 0.68% | 52 |
|
|
2020
Q1 | $18.5M | Buy |
390,513
+465
| +0.1% | +$22K | 0.94% | 34 |
|
|
2019
Q4 | $27.6M | Sell |
390,048
-23,923
| -6% | -$1.69M | 1.15% | 30 |
|
|
2019
Q3 | $22.7M | Buy |
+413,971
| New | +$22.7M | 1.07% | 35 |
|