TFO Wealth Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$102 | – | 70 |
|
|
2024
Q1 | $102 | Sell |
1
-4
| -80% | -$408 | ﹤0.01% | 635 |
|
|
2023
Q4 | $545 | Hold |
5
| – | – | ﹤0.01% | 311 |
|
|
2023
Q3 | $557 | Buy |
5
+4
| +400% | +$446 | ﹤0.01% | 432 |
|
|
2023
Q2 | $111 | Hold |
1
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $98 | Sell |
1
-120
| -99% | -$11.8K | ﹤0.01% | 649 |
|
|
2022
Q4 | $4.6K | Buy |
+121
| New | +$4.6K | ﹤0.01% | 178 |
|