Voloridge Investment Management’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 | $401K | Buy |
+3,027
| New | +$401K | ﹤0.01% | 1096 |
|
|
2022
Q4 | – | Sell |
-3,129
| Closed | -$242K | – | 1404 |
|
|
2022
Q3 | $242K | Buy |
+3,129
| New | +$242K | ﹤0.01% | 1346 |
|
|
2022
Q2 | – | Sell |
-11,429
| Closed | -$984K | – | 1404 |
|
|
2022
Q1 | $984K | Buy |
11,429
+6,971
| +156% | +$600K | 0.01% | 1138 |
|
|
2021
Q4 | $406K | Sell |
4,458
-29,813
| -87% | -$2.72M | ﹤0.01% | 1429 |
|
|
2021
Q3 | $3.01M | Buy |
+34,271
| New | +$3.01M | 0.02% | 892 |
|
|
2021
Q2 | – | Sell |
-17,065
| Closed | -$1.86M | – | 1586 |
|
|
2021
Q1 | $1.86M | Buy |
17,065
+8,941
| +110% | +$976K | 0.01% | 845 |
|
|
2020
Q4 | $788K | Buy |
+8,124
| New | +$788K | 0.01% | 1034 |
|
|
2019
Q2 | – | Sell |
-4,931
| Closed | -$245K | – | 730 |
|
|
2019
Q1 | $245K | Sell |
4,931
-11,609
| -70% | -$577K | 0.01% | 846 |
|
|
2018
Q4 | $710K | Sell |
16,540
-59,729
| -78% | -$2.56M | 0.03% | 301 |
|
|
2018
Q3 | $3.94M | Buy |
+76,269
| New | +$3.94M | 0.09% | 163 |
|
|
2017
Q3 | – | Sell |
-25,948
| Closed | -$1.68M | – | 378 |
|
|
2017
Q2 | $1.68M | Buy |
+25,948
| New | +$1.68M | 0.04% | 283 |
|