Private Wealth Management Group’s Advanced Energy AEIS Stock Holding History

Private Wealth Management Group’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.19K	Hold
2025 Q2	$928	Sell
2025 Q1	$4.67K	Buy
2024 Q4	$3.93K	Hold
2024 Q3	$3.58K	Sell
2024 Q2	$5.66K	Buy
2024 Q1	$2.55K	Hold
2023 Q4	$2.72K	Buy