Private Trust Company’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.9K | Buy |
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|
2025
Q2 | $10.5K | Hold |
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|
2025
Q1 | $7.53K | Hold |
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|
2024
Q4 | $9.13K | Hold |
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|
2024
Q3 | $8.31K | Sell |
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|
2024
Q2 | $19.1K | Hold |
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|
2024
Q1 | $17.9K | Hold |
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|
2023
Q4 | $19.2K | Hold |
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|
2023
Q3 | $18.1K | Sell |
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|
2023
Q2 | $19.9K | Sell |
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|
2023
Q1 | $19.4K | Sell |
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $2K | Buy |
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