Sheets Smith Wealth Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Buy |
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|
2025
Q2 | $998K | Buy |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $824K | Buy |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $759K | Hold |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $679K | Buy |
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|
2022
Q4 | $593K | Hold |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $595K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $970K | Hold |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $458K | Hold |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $450K | Sell |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $328K | Sell |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $393K | Buy |
|
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|
2018
Q1 | $361K | Buy |
|
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|
2017
Q4 | $377K | Sell |
|
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|
2017
Q3 | $570K | Sell |
|
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|
2017
Q2 | $466K | Hold |
|
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|
2017
Q1 | $494K | Hold |
|
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|
2016
Q4 | $394K | Buy |
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|
2016
Q3 | $332K | Sell |
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|
2016
Q2 | $322K | Hold |
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|
2016
Q1 | $295K | Hold |
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|
2015
Q4 | $239K | Hold |
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|
2015
Q3 | $223K | Buy |
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|
2015
Q2 | $225K | Buy |
|