Zacks Investment Management’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,035
| Closed | -$778K | – | 502 |
|
|
2020
Q1 | $778K | Sell |
16,035
-1,762
| -10% | -$85.5K | 0.02% | 336 |
|
|
2019
Q4 | $1.27M | Buy |
+17,797
| New | +$1.27M | 0.02% | 350 |
|
|
2018
Q1 | – | Sell |
-11,236
| Closed | -$758K | – | 519 |
|
|
2017
Q4 | $758K | Sell |
11,236
-5,407
| -32% | -$365K | 0.02% | 445 |
|
|
2017
Q3 | $1.34M | Sell |
16,643
-2,652
| -14% | -$214K | 0.03% | 312 |
|
|
2017
Q2 | $1.25M | Sell |
19,295
-80
| -0.4% | -$5.17K | 0.03% | 316 |
|
|
2017
Q1 | $1.33M | Sell |
19,375
-728
| -4% | -$49.9K | 0.03% | 296 |
|
|
2016
Q4 | $1.1M | Buy |
20,103
+7,553
| +60% | +$414K | 0.03% | 306 |
|
|
2016
Q3 | $594K | Sell |
12,550
-240
| -2% | -$11.4K | 0.02% | 430 |
|
|
2016
Q2 | $486K | Buy |
+12,790
| New | +$486K | 0.01% | 453 |
|
|
2014
Q3 | – | Sell |
-20,230
| Closed | -$389K | – | 651 |
|
|
2014
Q2 | $389K | Buy |
+20,230
| New | +$389K | 0.01% | 509 |
|