United Capital Financial Advisors’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $962K | Sell |
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|
2019
Q1 | $869K | Buy |
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|
2018
Q4 | $702K | Buy |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $534K | Buy |
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|
2017
Q3 | $462K | Sell |
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|
2017
Q2 | $380K | Sell |
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|
2017
Q1 | $527K | Sell |
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|
2016
Q4 | $514K | Buy |
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|
2016
Q3 | $336K | Buy |
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