Tarbox Family Office’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-44
| Closed | -$4K | – | 127 |
|
|
2022
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 564 |
|
|
2021
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 677 |
|
|
2021
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 580 |
|
|
2020
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 583 |
|
|
2020
Q1 | $2K | Buy |
44
+22
| +100% | +$1K | ﹤0.01% | 590 |
|
|
2019
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 752 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 855 |
|
|
2019
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 874 |
|