Steward Financial Group’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 914 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$2K | – | 411 |
|
|
2023
Q1 | $2K | Buy |
26
+14
| +117% | +$1.08K | ﹤0.01% | 462 |
|
|
2022
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 365 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$1K | – | 81 |
|
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 643 |
|