AE Wealth Management’s ITT ITT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,680
| Closed | -$526K | – | 2219 |
|
2024
Q4 | $526K | Buy |
3,680
+1,871
| +103% | +$267K | ﹤0.01% | 896 |
|
2024
Q3 | $270K | Buy |
1,809
+7
| +0.4% | +$1.05K | ﹤0.01% | 1065 |
|
2024
Q2 | $233K | Buy |
1,802
+100
| +6% | +$12.9K | ﹤0.01% | 1110 |
|
2024
Q1 | $232K | Sell |
1,702
-1,471
| -46% | -$200K | ﹤0.01% | 1047 |
|
2023
Q4 | $381K | Buy |
+3,173
| New | +$381K | ﹤0.01% | 1587 |
|
2023
Q1 | – | Sell |
-10,364
| Closed | -$841K | – | 1943 |
|
2022
Q4 | $841K | Buy |
10,364
+910
| +10% | +$73.8K | 0.01% | 1052 |
|
2022
Q3 | $618K | Buy |
+9,454
| New | +$618K | ﹤0.01% | 1132 |
|