DEAN SMALL CAP VALUE AEIS Holdings History
DEAN SMALL CAP VALUE's Advanced Energy Industries Inc Holding Summary
As of 2025-03-31, DEAN SMALL CAP VALUE held 49,753.00 shares of Advanced Energy Industries Inc(AEIS), totaling $4.74 Mil. This investment constitutes 2.64% of their stock portfolio, and DEAN SMALL CAP VALUE now holds 0.13% of the outstanding Advanced Energy Industries Inc(AEIS) stock.
The initial trade took place in 2020Q1. And since then DEAN SMALL CAP VALUE has made 8 purchases of AEIS, at an average price of $94.28, for a total of 103,055.00 shares. In addition, there have been 7 sales at an average price of $84.71 for 53,302.00 shares. Based on historical transaction data and AEIS's current price of $143.25, DEAN SMALL CAP VALUE's estimated gain on his AEIS holdings is $1.93 Mil, reflecting a 19.83% gain to date.
DEAN SMALL CAP VALUE AEIS ($143.25) Holding Chart
DEAN SMALL CAP VALUE AEIS ($143.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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