YorkBridge Wealth Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-382
| Closed | -$22K | – | 747 |
|
|
2018
Q2 | $22K | Buy |
382
+71
| +23% | +$4.09K | 0.01% | 512 |
|
|
2018
Q1 | $20K | Buy |
311
+42
| +16% | +$2.7K | 0.01% | 521 |
|
|
2017
Q4 | $18K | Sell |
269
-2
| -0.7% | -$134 | 0.01% | 539 |
|
|
2017
Q3 | $22K | Buy |
271
+15
| +6% | +$1.22K | 0.01% | 493 |
|
|
2017
Q2 | $17K | Sell |
256
-64
| -20% | -$4.25K | 0.01% | 543 |
|
|
2017
Q1 | $24K | Buy |
+320
| New | +$24K | 0.01% | 458 |
|