Seizert Capital Partners’s Advanced Energy AEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,194
Closed -$2.97M 161
2024
Q3
$2.97M Sell
28,194
-269
-0.9% -$28.3K 0.13% 103
2024
Q2
$3.1M Sell
28,463
-467
-2% -$50.8K 0.15% 99
2024
Q1
$2.95M Buy
28,930
+451
+2% +$46K 0.14% 102
2023
Q4
$3.1M Buy
28,479
+11,846
+71% +$1.29M 0.16% 98
2023
Q3
$1.72M Buy
16,633
+493
+3% +$50.8K 0.09% 107
2023
Q2
$1.8M Buy
+16,140
New +$1.8M 0.1% 110