BWP
AIT icon

Balboa Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Balboa Wealth Partners’s Portfolio AIT Stock Details AIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,085
Closed -$244K – 379
2025
Q1 		$244K Buy
1,085
+152
+16% +$34.3K 0.06% 228
2024
Q4 		$223K Buy
+933
New +$223K 0.05% 259