Yorktown Management & Research Company’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,600
| Closed | -$404K | – | 250 |
|
|
2021
Q3 | $404K | Buy |
+4,600
| New | +$404K | 0.3% | 140 |
|
|
2020
Q3 | – | Sell |
-5,500
| Closed | -$373K | – | 238 |
|
|
2020
Q2 | $373K | Hold |
5,500
| – | – | 0.33% | 83 |
|
|
2020
Q1 | $267K | Buy |
5,500
+2,300
| +72% | +$112K | 0.27% | 141 |
|
|
2019
Q4 | $228K | Buy |
+3,200
| New | +$228K | 0.12% | 253 |
|