Sound Income Strategies’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.6K	Hold	95	–	–	﹤0.01%	997
2025 Q4	$24.1K	Buy	+95	New	+$19.3K	﹤0.01%	1078
2021 Q3	–	Sell	-3	Closed	–	–	821
2021 Q2	$0	Hold	3	–	–	﹤0.01%	877
2021 Q1	$328	Hold	3	–	–	﹤0.01%	906
2020 Q4	$0	Hold	3	–	–	﹤0.01%	865
2020 Q3	$0	Hold	3	–	–	﹤0.01%	830
2020 Q2	$0	Hold	3	–	–	﹤0.01%	770
2020 Q1	$0	Hold	3	–	–	﹤0.01%	744
2019 Q4	$0	Hold	3	–	–	﹤0.01%	691
2019 Q3	$0	Hold	3	–	–	﹤0.01%	657
2019 Q2	$0	Hold	3	–	–	﹤0.01%	657
2019 Q1	$0	Hold	3	–	–	﹤0.01%	664
2018 Q4	$0	Hold	3	–	–	﹤0.01%	665
2018 Q3	$0	Hold	3	–	–	﹤0.01%	681
2018 Q2	$0	Hold	3	–	–	﹤0.01%	608
2018 Q1	$0	Buy	+3	New	+$207	﹤0.01%	585