Rothschild Investment LLC’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
$5.96K Sell
45
-15
-25% -$1.99K ﹤0.01% 1426
2025
Q1
$5.72K Sell
60
-5
-8% -$477 ﹤0.01% 1377
2024
Q4
$7.52K Buy
65
+25
+63% +$2.89K ﹤0.01% 1217
2024
Q3
$4.21K Buy
40
+25
+167% +$2.63K ﹤0.01% 1368
2024
Q2
$1.63K Buy
15
+10
+200% +$1.09K ﹤0.01% 1461
2024
Q1
$510 Buy
+5
New +$510 ﹤0.01% 1352