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	+805	New	+$233K	﹤0.01%	1429
2020 Q1	–	Sell	-3,300	Closed	-$235K	–	1187
2019 Q4	$235K	Buy	+3,300	New	+$205K	﹤0.01%	1237
2019 Q3	–	Sell	-17,097	Closed	-$962K	–	1311
2019 Q2	$962K	Sell	17,097 -400	-2%	-$21.4K	0.01%	825
2019 Q1	$869K	Buy	17,497 +1,150	+7%	+$55.9K	0.01%	812
2018 Q4	$702K	Buy	16,347 +9,272	+131%	+$413K	0.01%	808
2018 Q3	$365K	Sell	7,075 -575	-8%	-$33.3K	﹤0.01%	1041
2018 Q2	$444K	Sell	7,650 -100	-1%	-$6.32K	﹤0.01%	963
2018 Q1	$495K	Sell	7,750 -157	-2%	-$10.8K	﹤0.01%	962
2017 Q4	$534K	Buy	7,907 +2,186	+38%	+$176K	﹤0.01%	943
2017 Q3	$462K	Sell	5,721 -150	-3%	-$10.9K	﹤0.01%	986
2017 Q2	$380K	Sell	5,871 -1,819	-24%	-$133K	﹤0.01%	1000
2017 Q1	$527K	Sell	7,690 -1,700	-18%	-$105K	﹤0.01%	902
2016 Q4	$514K	Buy	9,390 +2,290	+32%	+$117K	0.01%	931
2016 Q3	$336K	Buy	+7,100	New	+$302K	﹤0.01%	1042