WOSD
WFA of San Diego’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Buy |
+140
| New | +$18.6K | 0.01% | 279 |
|
|
2024
Q3 | $14.7K | Hold |
140
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $15.2K | Buy |
+140
| New | +$15.2K | 0.01% | 259 |
|
|
2023
Q3 | $14.4K | Hold |
140
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $15.6K | Buy |
+140
| New | +$15.6K | 0.02% | 253 |
|
|
2023
Q1 | – | Sell |
-140
| Closed | -$12K | – | 80 |
|
|
2022
Q4 | $12K | Buy |
+140
| New | +$12K | 0.01% | 342 |
|
|
2022
Q3 | – | Sell |
-140
| Closed | -$10K | – | 96 |
|
|
2022
Q2 | $10K | Buy |
+140
| New | +$10K | 0.01% | 271 |
|