WFA of San Diego’s Advanced Energy AEIS Stock Holding History

WFA of San Diego’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.6K	Buy
2024 Q3	$14.7K	Hold
2024 Q2	$15.2K	Buy
2023 Q3	$14.4K	Hold
2023 Q2	$15.6K	Buy
2023 Q1	–	Sell
2022 Q4	$12K	Buy
2022 Q3	–	Sell
2022 Q2	$10K	Buy