Principal Securities’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
$118K Sell
888
-101
-10% -$13.4K ﹤0.01% 1472
2025
Q1
$114K Hold
989
﹤0.01% 1375
2024
Q4
$114K Buy
989
+137
+16% +$15.8K ﹤0.01% 1375
2024
Q3
$89.7K Sell
852
-4
-0.5% -$421 ﹤0.01% 1446
2024
Q2
$93.1K Buy
856
+30
+4% +$3.26K ﹤0.01% 1361
2024
Q1
$84.2K Buy
826
+24
+3% +$2.45K ﹤0.01% 1349
2023
Q4
$87.4K Buy
+802
New +$87.4K ﹤0.01% 1235