TPI
Trust Point Inc’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,451
| Closed | -$234K | – | 396 |
|
|
2025
Q1 | $234K | Sell |
2,451
-2,012
| -45% | -$192K | 0.02% | 409 |
|
|
2024
Q4 | $516K | Sell |
4,463
-3,475
| -44% | -$402K | 0.04% | 286 |
|
|
2024
Q3 | $835K | Sell |
7,938
-138
| -2% | -$14.5K | 0.06% | 190 |
|
|
2024
Q2 | $878K | Buy |
8,076
+84
| +1% | +$9.14K | 0.07% | 170 |
|
|
2024
Q1 | $815K | Buy |
7,992
+2,154
| +37% | +$220K | 0.06% | 191 |
|
|
2023
Q4 | $636K | Buy |
+5,838
| New | +$636K | 0.05% | 222 |
|