Archford Capital Strategies’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-95
| Closed | -$9K | – | 229 |
|
|
2019
Q2 | $9K | Hold |
95
| – | – | ﹤0.01% | 411 |
|
|
2019
Q1 | $10K | Hold |
95
| – | – | ﹤0.01% | 386 |
|
|
2018
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 381 |
|
|
2018
Q3 | $13K | Hold |
95
| – | – | ﹤0.01% | 399 |
|
|
2018
Q2 | $14K | Sell |
95
-35
| -27% | -$5.16K | ﹤0.01% | 395 |
|
|
2018
Q1 | $27K | Buy |
+130
| New | +$27K | 0.01% | 250 |
|
|
2017
Q2 | – | Sell |
-177
| Closed | -$29K | – | 213 |
|
|
2017
Q1 | $29K | Buy |
+177
| New | +$29K | 0.01% | 324 |
|
|
2016
Q4 | – | Sell |
-439
| Closed | -$63K | – | 629 |
|
|
2016
Q3 | $63K | Buy |
439
+54
| +14% | +$7.75K | 0.03% | 246 |
|
|
2016
Q2 | $54K | Buy |
+385
| New | +$54K | 0.03% | 244 |
|
|
2016
Q1 | – | Sell |
-361
| Closed | -$58K | – | 193 |
|
|
2015
Q4 | $58K | Buy |
361
+51
| +16% | +$8.19K | 0.03% | 253 |
|
|
2015
Q3 | $53K | Hold |
310
| – | – | 0.04% | 187 |
|
|
2015
Q2 | $68K | Hold |
310
| – | – | 0.05% | 177 |
|
|
2015
Q1 | $66.6K | Hold |
310
| – | – | 0.05% | 184 |
|
|
2014
Q4 | $66K | Hold |
310
| – | – | 0.05% | 182 |
|
|
2014
Q3 | $62K | Sell |
310
-39
| -11% | -$7.8K | 0.05% | 187 |
|
|
2014
Q2 | $71.7K | Buy |
349
+14
| +4% | +$2.88K | 0.06% | 180 |
|
|
2014
Q1 | $67K | Buy |
+335
| New | +$67K | 0.06% | 190 |
|