WEC
Winslow Evans & Crocker’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $177K | Buy |
1,825
+950
| +109% | +$92.1K | 0.03% | 349 |
|
|
2020
Q3 | $55K | Hold |
875
| – | – | 0.01% | 446 |
|
|
2020
Q2 | $59K | Sell |
875
-1
| -0.1% | -$67 | 0.02% | 439 |
|
|
2020
Q1 | $44K | Hold |
876
| – | – | 0.01% | 441 |
|
|
2019
Q4 | $64K | Hold |
876
| – | – | 0.02% | 459 |
|
|
2019
Q3 | $52K | Hold |
876
| – | – | 0.01% | 485 |
|
|
2019
Q2 | $50K | Hold |
876
| – | – | 0.01% | 503 |
|
|
2019
Q1 | $44K | Hold |
876
| – | – | 0.01% | 517 |
|
|
2018
Q4 | $38K | Hold |
876
| – | – | 0.01% | 504 |
|
|
2018
Q3 | $46K | Hold |
876
| – | – | 0.01% | 497 |
|
|
2018
Q2 | $52K | Hold |
876
| – | – | 0.02% | 481 |
|
|
2018
Q1 | $55.9K | Hold |
876
| – | – | 0.02% | 464 |
|
|
2017
Q4 | $59K | Hold |
876
| – | – | 0.02% | 461 |
|
|
2017
Q3 | $70.7K | Sell |
876
-2,074
| -70% | -$167K | 0.02% | 411 |
|
|
2017
Q2 | $197K | Sell |
2,950
-1,000
| -25% | -$66.7K | 0.05% | 318 |
|
|
2017
Q1 | $271K | Buy |
3,950
+1,374
| +53% | +$94.2K | 0.09% | 248 |
|
|
2016
Q4 | $141K | Buy |
+2,576
| New | +$141K | 0.04% | 341 |
|
|
2014
Q4 | – | Sell |
-90
| Closed | -$1.67K | – | 1295 |
|
|
2014
Q3 | $1.67K | Buy |
+90
| New | +$1.67K | ﹤0.01% | 1297 |
|
|
2014
Q1 | – | Sell |
-265
| Closed | -$6K | – | 1286 |
|
|
2013
Q4 | $6K | Buy |
+265
| New | +$6K | ﹤0.01% | 1067 |
|