Wolverine Trading’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Hold |
0
| – | – | – | 1229 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 1181 |
|
2021
Q2 | – | Sell |
-4,124
| Closed | -$437K | – | 1768 |
|
2021
Q1 | $437K | Buy |
4,124
+1,265
| +44% | +$134K | ﹤0.01% | 1037 |
|
2020
Q4 | $278K | Buy |
+2,859
| New | +$278K | ﹤0.01% | 1092 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 1222 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 1261 |
|
2018
Q4 | – | Sell |
-6,921
| Closed | -$357K | – | 1289 |
|
2018
Q3 | $357K | Buy |
6,921
+2,388
| +53% | +$123K | ﹤0.01% | 968 |
|
2018
Q2 | $290K | Hold |
4,533
| – | – | ﹤0.01% | 932 |
|
2018
Q1 | $290K | Buy |
+4,533
| New | +$290K | ﹤0.01% | 932 |
|
2017
Q4 | – | Sell |
-13,797
| Closed | -$1.11M | – | 1517 |
|
2017
Q3 | $1.11M | Buy |
13,797
+3,568
| +35% | +$288K | ﹤0.01% | 327 |
|
2017
Q2 | $667K | Buy |
+10,229
| New | +$667K | ﹤0.01% | 488 |
|
2017
Q1 | – | Sell |
-12,825
| Closed | -$702K | – | 1219 |
|
2016
Q4 | $702K | Buy |
12,825
+4,320
| +51% | +$236K | ﹤0.01% | 445 |
|
2016
Q3 | $400K | Buy |
+8,505
| New | +$400K | ﹤0.01% | 579 |
|