Physician Wealth Advisors’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	$795	Sell	6 -2	-25%	-$265	﹤0.01%	1557
2025 Q1	$763	Sell	8 -5	-38%	-$477	﹤0.01%	1250
2024 Q4	$1.5K	Buy	+13	New	+$1.5K	﹤0.01%	877