Piedmont Investment Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,644
| Closed | -$479K | – | 940 |
|
|
2019
Q1 | $479K | Buy |
9,644
+487
| +5% | +$24.2K | 0.02% | 550 |
|
|
2018
Q4 | $393K | Buy |
9,157
+145
| +2% | +$6.22K | 0.02% | 566 |
|
|
2018
Q3 | $465K | Sell |
9,012
-151
| -2% | -$7.79K | 0.02% | 553 |
|
|
2018
Q2 | $532K | Buy |
9,163
+693
| +8% | +$40.2K | 0.03% | 421 |
|
|
2018
Q1 | $541K | Buy |
8,470
+319
| +4% | +$20.4K | 0.01% | 397 |
|
|
2017
Q4 | $550K | Sell |
8,151
-550
| -6% | -$37.1K | 0.01% | 388 |
|
|
2017
Q3 | $703K | Buy |
8,701
+101
| +1% | +$8.16K | 0.01% | 345 |
|
|
2017
Q2 | $556K | Buy |
+8,600
| New | +$556K | 0.01% | 393 |
|