Balasa Dinverno & Foltz’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $511K | Sell |
15,256
-870
| -5% | -$29.1K | 0.03% | 200 |
|
2022
Q2 | $519K | Sell |
16,126
-48
| -0.3% | -$1.55K | 0.03% | 199 |
|
2022
Q1 | $609K | Sell |
16,174
-2,054
| -11% | -$77.3K | 0.04% | 178 |
|
2021
Q4 | $797K | Hold |
18,228
| – | – | 0.05% | 154 |
|
2021
Q3 | $667K | Buy |
18,228
+640
| +4% | +$23.4K | 0.05% | 164 |
|
2021
Q2 | $602K | Hold |
17,588
| – | – | 0.04% | 166 |
|
2021
Q1 | $580K | Hold |
17,588
| – | – | 0.05% | 169 |
|
2020
Q4 | $575K | Hold |
17,588
| – | – | 0.05% | 157 |
|
2020
Q3 | $476K | Buy |
+17,588
| New | +$476K | 0.05% | 154 |
|