Private Wealth Management Group’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 | $928 | Sell |
7
-42
| -86% | -$5.57K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $4.67K | Buy |
49
+15
| +44% | +$1.43K | ﹤0.01% | 760 |
|
|
2024
Q4 | $3.93K | Hold |
34
| – | – | ﹤0.01% | 841 |
|
|
2024
Q3 | $3.58K | Sell |
34
-18
| -35% | -$1.9K | ﹤0.01% | 859 |
|
|
2024
Q2 | $5.66K | Buy |
52
+27
| +108% | +$2.94K | ﹤0.01% | 661 |
|
|
2024
Q1 | $2.55K | Hold |
25
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $2.72K | Buy |
+25
| New | +$2.72K | ﹤0.01% | 841 |
|