Sowell Financial Services’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-236
| Closed | -$21K | – | 554 |
|
|
2021
Q1 | $21K | Buy |
236
+101
| +75% | +$8.99K | ﹤0.01% | 2041 |
|
|
2020
Q4 | $13K | Buy |
135
+31
| +30% | +$2.99K | ﹤0.01% | 1901 |
|
|
2020
Q3 | $7K | Buy |
+104
| New | +$7K | ﹤0.01% | 1896 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | -$1K | – | 2438 |
|
|
2020
Q1 | $1K | Sell |
11
-9
| -45% | -$818 | ﹤0.01% | 2169 |
|
|
2019
Q4 | $1K | Sell |
20
-20
| -50% | -$1K | ﹤0.01% | 2281 |
|
|
2019
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2025 |
|