Schubert & Co’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 |
-23
| Closed | -$2.25K | – | 64 |
|
|
2023
Q1 | $2.25K | Hold |
23
| – | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $1.97K | Buy |
23
+2
| +10% | +$172 | ﹤0.01% | 881 |
|
|
2022
Q3 | $2K | Buy |
21
+1
| +5% | +$95 | ﹤0.01% | 716 |
|
|
2022
Q2 | $1K | Buy |
20
+14
| +233% | +$700 | ﹤0.01% | 959 |
|
|
2022
Q1 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 540 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 987 |
|