Visionary Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Hold
11,468
0.08% 227
2025
Q1
$1.09M Hold
11,468
0.07% 245
2024
Q4
$1.33M Buy
+11,468
New +$1.33M 0.08% 216