SHEETS SMITH WEALTH MANAGEMENT – Advanced Energy Industries, Inc. Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$535,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
+6.07%
quarter
Advanced Energy Industries, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 31K | $77.41 | 6.91K | |
| Q2 2022 | share | Increase | +0.01% | 1 shares | -91K | $72.98 | 6.91K |
| Q1 2022 | share | Decrease | -37.64% | -4.17K shares | -414K | $86.08 | 6.91K |
| Q4 2021 | share | Increase | +0.21% | 23 shares | 39K | $92.28 | 11.08K |
| Q3 2021 | share | 0.00% | 0 shares | -276K | $87.65 | 11.05K | |
| Q2 2021 | share | 0.00% | 0 shares | 39K | $112.45 | 11.05K | |
| Q1 2021 | share | 0.00% | 0 shares | 135K | $108.81 | 11.05K | |
| Q4 2020 | share | Increase | +64.39% | 4.33K shares | 649K | $96.56 | 11.05K |
| Q3 2020 | share | Decrease | -0.52% | -35 shares | -35K | $62.67 | 6.72K |
| Q2 2020 | share | 0.00% | 0 shares | 130K | $67.5 | 6.76K | |
| Q1 2020 | share | Increase | +6.98% | 441 shares | -122K | $48.28 | 6.76K |
| Q4 2019 | share | Decrease | -3.81% | -250 shares | 73K | $70.9 | 6.32K |
| Q3 2019 | share | Decrease | -0.61% | -40 shares | 5K | $57.17 | 6.57K |
| Q2 2019 | share | 0.00% | 0 shares | 44K | $56.03 | 6.61K | |
| Q1 2019 | share | Decrease | -0.63% | -42 shares | 42K | $49.47 | 6.61K |
| Q4 2018 | share | Decrease | -2.83% | -194 shares | -68K | $42.75 | 6.65K |
| Q3 2018 | share | Increase | +1.21% | 82 shares | -39K | $51.43 | 6.84K |
| Q2 2018 | share | Increase | +19.59% | 1.10K shares | 32K | $57.84 | 6.76K |
| Q1 2018 | share | Increase | +1.25% | 70 shares | -16K | $63.63 | 5.65K |
| Q4 2017 | share | Decrease | -20.82% | -1.46K shares | -193K | $67.19 | 5.58K |
| Q3 2017 | share | Decrease | -2.08% | -150 shares | 104K | $80.42 | 7.05K |
| Q2 2017 | share | 0.00% | 0 shares | -28K | $64.41 | 7.20K | |
| Q1 2017 | share | 0.00% | 0 shares | 100K | $68.27 | 7.20K | |
| Q4 2016 | share | Increase | +2.71% | 190 shares | 62K | $54.52 | 7.20K |
| Q3 2016 | share | Decrease | -17.23% | -1.46K shares | 10K | $47.12 | 7.01K |
| Q2 2016 | share | 0.00% | 0 shares | 27K | $37.8 | 8.47K | |
| Q1 2016 | share | 0.00% | 0 shares | 56K | $34.64 | 8.47K |