Wealth Enhancement Advisory Services’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 | $539K | Buy |
3,900
+400
| +11% | +$55.3K | ﹤0.01% | 2157 |
|
|
2025
Q1 | $334K | Buy |
3,500
+259
| +8% | +$24.7K | ﹤0.01% | 2344 |
|
|
2024
Q4 | $375K | Buy |
3,241
+745
| +30% | +$86.1K | ﹤0.01% | 2180 |
|
|
2024
Q3 | $263K | Buy |
2,496
+130
| +5% | +$13.7K | ﹤0.01% | 2244 |
|
|
2024
Q2 | $257K | Buy |
2,366
+261
| +12% | +$28.4K | ﹤0.01% | 2089 |
|
|
2024
Q1 | $215K | Sell |
2,105
-122
| -5% | -$12.4K | ﹤0.01% | 2146 |
|
|
2023
Q4 | $243K | Sell |
2,227
-29
| -1% | -$3.16K | ﹤0.01% | 1976 |
|
|
2023
Q3 | $233K | Buy |
+2,256
| New | +$233K | ﹤0.01% | 1903 |
|