Veritable’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $264K | Sell |
|
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|
2022
Q3 | $253K | Sell |
|
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|
2022
Q2 | $264K | Buy |
|
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $285K | Buy |
|