Shelton Capital 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 | $266K | Sell |
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|
2025
Q2 | $3M | Sell |
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|
2025
Q1 | $2.51M | Hold |
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|
2024
Q4 | $3.05M | Sell |
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|
2024
Q3 | $2.8M | Hold |
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $4.75M | Sell |
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|
2023
Q4 | $5.96M | Buy |
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|
2023
Q3 | $5.64M | Sell |
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|
2023
Q2 | $6.12M | Sell |
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|
2023
Q1 | $5.39M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.56M | Hold |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $1.96M | Hold |
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|
2021
Q3 | $1.89M | Hold |
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|
2021
Q2 | $2.42M | Sell |
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|
2021
Q1 | $2.36M | Hold |
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|
2020
Q4 | $2.09M | Buy |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $852K | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $699K | Sell |
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|
2019
Q2 | $698K | Buy |
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|
2019
Q1 | $12.5K | Sell |
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|
2018
Q4 | $539K | Hold |
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|
2018
Q3 | $648K | Buy |
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|
2018
Q2 | $650K | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $850K | Hold |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $838K | Buy |
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|
2017
Q1 | $810K | Sell |
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|
2016
Q4 | $791K | Sell |
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|
2016
Q3 | $849K | Sell |
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|
2016
Q2 | $1.04M | Hold |
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|
2016
Q1 | $955K | Buy |
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|
2015
Q4 | $756K | Hold |
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|
2015
Q3 | $705K | Hold |
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|
2015
Q2 | $736K | Hold |
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|
2015
Q1 | $687K | Hold |
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|
2014
Q4 | $635K | Hold |
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|
2014
Q3 | $503K | Buy |
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|
2014
Q2 | $445K | Buy |
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|
2014
Q1 | $348K | Buy |
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|
2013
Q4 | $263K | Buy |
|