Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $341 | Buy |
+2
| New | +$341 | ﹤0.01% | 1228 |
|
|
2023
Q3 | – | Sell |
-312
| Closed | -$46.8K | – | 1021 |
|
|
2023
Q2 | $46.8K | Hold |
312
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $44.5K | Hold |
312
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $49K | Hold |
312
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $35K | Hold |
312
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $36K | Hold |
312
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $44K | Hold |
312
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $51K | Hold |
312
| – | – | ﹤0.01% | 320 |
|
|
2021
Q3 | $47K | Hold |
312
| – | – | ﹤0.01% | 306 |
|
|
2021
Q2 | $48K | Buy |
+312
| New | +$48K | ﹤0.01% | 285 |
|