Wealthspire Advisors (Maryland)’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-219
| Closed | -$11K | – | 488 |
|
|
2019
Q1 | $11K | Hold |
219
| – | – | ﹤0.01% | 1476 |
|
|
2018
Q4 | $9K | Buy |
219
+41
| +23% | +$1.69K | ﹤0.01% | 1490 |
|
|
2018
Q3 | $9K | Buy |
178
+7
| +4% | +$354 | ﹤0.01% | 1543 |
|
|
2018
Q2 | $10K | Hold |
171
| – | – | ﹤0.01% | 1520 |
|
|
2018
Q1 | $11K | Hold |
171
| – | – | ﹤0.01% | 1511 |
|
|
2017
Q4 | $12K | Buy |
171
+73
| +74% | +$5.12K | ﹤0.01% | 1507 |
|
|
2017
Q3 | $8K | Buy |
98
+8
| +9% | +$653 | ﹤0.01% | 1637 |
|
|
2017
Q2 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 1694 |
|