Sequoia Financial Advisors’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	$205K	Sell	1,545 -624	-29%	-$82.7K	﹤0.01%	1461
2025 Q1	$207K	Buy	2,169 +187	+9%	+$17.8K	﹤0.01%	1242
2024 Q4	$229K	Buy	+1,982	New	+$229K	﹤0.01%	1151