Summit Global Investments’s Advanced Energy AEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+1,529
New +$203K 0.01% 449
2018
Q4
Sell
-11,300
Closed -$584K 252
2018
Q3
$584K Buy
11,300
+800
+8% +$41.3K 0.08% 234
2018
Q2
$610K Buy
+10,500
New +$610K 0.09% 236