United Capital Financial Advisors’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 |
-3,300
| Closed | -$235K | – | 1180 |
|
|
2019
Q4 | $235K | Buy |
+3,300
| New | +$235K | ﹤0.01% | 1221 |
|
|
2019
Q3 | – | Sell |
-17,097
| Closed | -$962K | – | 1296 |
|
|
2019
Q2 | $962K | Sell |
17,097
-400
| -2% | -$22.5K | 0.01% | 819 |
|
|
2019
Q1 | $869K | Buy |
17,497
+1,150
| +7% | +$57.1K | 0.01% | 807 |
|
|
2018
Q4 | $702K | Buy |
16,347
+9,272
| +131% | +$398K | 0.01% | 808 |
|
|
2018
Q3 | $365K | Sell |
7,075
-575
| -8% | -$29.7K | ﹤0.01% | 1041 |
|
|
2018
Q2 | $444K | Sell |
7,650
-100
| -1% | -$5.8K | ﹤0.01% | 963 |
|
|
2018
Q1 | $495K | Sell |
7,750
-157
| -2% | -$10K | ﹤0.01% | 962 |
|
|
2017
Q4 | $534K | Buy |
7,907
+2,186
| +38% | +$148K | ﹤0.01% | 943 |
|
|
2017
Q3 | $462K | Sell |
5,721
-150
| -3% | -$12.1K | ﹤0.01% | 986 |
|
|
2017
Q2 | $380K | Sell |
5,871
-1,819
| -24% | -$118K | ﹤0.01% | 1000 |
|
|
2017
Q1 | $527K | Sell |
7,690
-1,700
| -18% | -$117K | ﹤0.01% | 902 |
|
|
2016
Q4 | $514K | Buy |
9,390
+2,290
| +32% | +$125K | 0.01% | 931 |
|
|
2016
Q3 | $336K | Buy |
+7,100
| New | +$336K | ﹤0.01% | 1042 |
|