AE Wealth Management’s Agilysys AGYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,586
| Closed | -$670K | – | 1163 |
|
|
2023
Q4 | $670K | Buy |
+7,586
| New | +$670K | ﹤0.01% | 1300 |
|
|
2023
Q2 | – | Sell |
-2,520
| Closed | -$208K | – | 1893 |
|
|
2023
Q1 | $208K | Sell |
2,520
-94
| -4% | -$7.76K | ﹤0.01% | 1718 |
|
|
2022
Q4 | $207K | Buy |
+2,614
| New | +$207K | ﹤0.01% | 1659 |
|