Piermont Capital Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,750
| Closed | -$334K | – | 116 |
|
|
2018
Q2 | $334K | Buy |
5,750
+210
| +4% | +$12.2K | 0.1% | 202 |
|
|
2018
Q1 | $354K | Sell |
5,540
-840
| -13% | -$53.7K | 0.12% | 211 |
|
|
2017
Q4 | $431K | Sell |
6,380
-350
| -5% | -$23.6K | 0.14% | 182 |
|
|
2017
Q3 | $544K | Buy |
+6,730
| New | +$544K | 0.18% | 147 |
|
|
2016
Q1 | – | Sell |
-19,280
| Closed | -$544K | – | 235 |
|
|
2015
Q4 | $544K | Sell |
19,280
-1,320
| -6% | -$37.2K | 0.17% | 133 |
|
|
2015
Q3 | $542K | Hold |
20,600
| – | – | 0.18% | 124 |
|
|
2015
Q2 | $566K | Buy |
+20,600
| New | +$566K | 0.17% | 140 |
|
|
2015
Q1 | – | Sell |
-16,300
| Closed | -$386K | – | 231 |
|
|
2014
Q4 | $386K | Hold |
16,300
| – | – | 0.14% | 129 |
|
|
2014
Q3 | $306K | Buy |
+16,300
| New | +$306K | 0.12% | 154 |
|