TWD
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True Wealth Design’s Advanced Energy AEIS Stock Holding History

True Wealth Design’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.54K Buy
72
+36
+100% +$4.77K ﹤0.01% 601
2025
Q1 		$3.43K Buy
+36
New +$3.43K ﹤0.01% 804