TrueWealth LLC’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33
| Closed | -$2K | – | 719 |
|
|
2019
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 662 |
|
|
2019
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 628 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 657 |
|
|
2018
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 685 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 712 |
|
|
2018
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 721 |
|
|
2018
Q1 | $2K | Sell |
33
-64
| -66% | -$3.88K | ﹤0.01% | 684 |
|
|
2017
Q4 | $7K | Buy |
+97
| New | +$7K | ﹤0.01% | 569 |
|