Sageworth Trust Company of South Dakota’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$4.61K | – | 43 |
|
|
2023
Q1 | $4.61K | Hold |
47
| – | – | 0.01% | 150 |
|
|
2022
Q4 | $4K | Hold |
47
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $4K | Sell |
47
-31
| -40% | -$2.64K | 0.01% | 150 |
|
|
2022
Q2 | $6K | Sell |
78
-101
| -56% | -$7.77K | 0.01% | 200 |
|
|
2022
Q1 | $15K | Hold |
179
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $16K | Buy |
+179
| New | +$16K | 0.02% | 260 |
|