Rise Advisors’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 | $12.9K | Buy |
97
+4
| +4% | +$530 | 0.01% | 837 |
|
|
2025
Q1 | $8.86K | Sell |
93
-158
| -63% | -$15K | ﹤0.01% | 1060 |
|
|
2024
Q4 | $29K | Buy |
251
+1
| +0.4% | +$115 | 0.01% | 409 |
|
|
2024
Q3 | $26.4K | Hold |
250
| – | – | 0.01% | 488 |
|
|
2024
Q2 | $27.2K | Hold |
250
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $25.5K | Buy |
+250
| New | +$25.5K | 0.01% | 481 |
|