A detailed history of Carolinas Wealth Consulting LLC transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 37 shares of AEIS stock, worth $3,938. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 28 32.14%
Holding current value
$3,938
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$94.77 - $107.77 $852 - $969
9 Added 32.14%
37 $3,000
Q4 2023

Feb 13, 2024

SELL
$84.6 - $112.68 $169 - $225
-2 Reduced 6.67%
28 $3,000
Q2 2023

Aug 14, 2023

SELL
$83.97 - $111.45 $503 - $668
-6 Reduced 16.67%
30 $3,000
Q4 2022

Feb 14, 2023

SELL
$70.73 - $94.85 $141 - $189
-2 Reduced 5.26%
36 $3,000
Q4 2021

Feb 14, 2022

BUY
$84.4 - $95.15 $84 - $95
1 Added 2.7%
38 $3,000
Q2 2021

Aug 17, 2021

BUY
$85.48 - $120.33 $854 - $1,203
10 Added 37.04%
37 $4,000
Q1 2021

May 17, 2021

SELL
$96.33 - $124.05 $96 - $124
-1 Reduced 3.57%
27 $3,000
Q4 2020

Feb 16, 2021

SELL
$61.72 - $102.33 $370 - $613
-6 Reduced 17.65%
28 $3,000
Q3 2020

Nov 12, 2020

BUY
$57.85 - $81.79 $1,966 - $2,780
34 New
34 $2,000

Others Institutions Holding AEIS

About ADVANCED ENERGY INDUSTRIES INC


  • Ticker AEIS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 37,359,000
  • Market Cap $3.98B
  • Description
  • Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, R...
More about AEIS
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