Bartlett & Co Wealth Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$19.1K | – | 1132 |
|
|
2023
Q4 | $19.1K | Buy |
+125
| New | +$19.1K | ﹤0.01% | 891 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$1.7K | – | 944 |
|
|
2021
Q2 | $1.7K | Hold |
11
| – | – | ﹤0.01% | 877 |
|
|
2021
Q1 | $1.64K | Hold |
11
| – | – | ﹤0.01% | 905 |
|
|
2020
Q4 | $1.12K | Buy |
+11
| New | +$1.12K | ﹤0.01% | 1023 |
|