Riverview Trust Company’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 | – | Sell |
-184
| Closed | -$17.5K | – | 234 |
|
|
2025
Q1 | $17.5K | Hold |
184
| – | – | 0.02% | 482 |
|
|
2024
Q4 | $21.3K | Sell |
184
-8
| -4% | -$925 | 0.02% | 437 |
|
|
2024
Q3 | $20.2K | Buy |
192
+8
| +4% | +$842 | 0.02% | 473 |
|
|
2024
Q2 | $20K | Hold |
184
| – | – | 0.02% | 427 |
|
|
2024
Q1 | $18.8K | Buy |
+184
| New | +$18.8K | 0.01% | 509 |
|
|
2023
Q4 | – | Sell |
-184
| Closed | -$19K | – | 109 |
|
|
2023
Q3 | $19K | Hold |
184
| – | – | 0.02% | 406 |
|
|
2023
Q2 | $20.5K | Hold |
184
| – | – | 0.02% | 351 |
|
|
2023
Q1 | $18K | Hold |
184
| – | – | 0.02% | 386 |
|
|
2022
Q4 | $16K | Hold |
184
| – | – | 0.02% | 388 |
|
|
2022
Q3 | $14K | Buy |
+184
| New | +$14K | 0.01% | 448 |
|