Sheaff Brock Investment Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,465
| Closed | -$774K | – | 525 |
|
|
2017
Q4 | $774K | Sell |
11,465
-962
| -8% | -$64.9K | 0.1% | 190 |
|
|
2017
Q3 | $1M | Sell |
12,427
-570
| -4% | -$46.1K | 0.13% | 143 |
|
|
2017
Q2 | $841K | Sell |
12,997
-1,573
| -11% | -$102K | 0.11% | 190 |
|
|
2017
Q1 | $999K | Sell |
14,570
-1,895
| -12% | -$130K | 0.13% | 146 |
|
|
2016
Q4 | $901K | Buy |
+16,465
| New | +$901K | 0.11% | 181 |
|