BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23
| Closed | -$1K | – | 951 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 780 |
|
|
2019
Q4 | $2K | Buy |
23
+15
| +188% | +$1.3K | ﹤0.01% | 747 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 649 |
|
|
2019
Q2 | $1K | Sell |
8
-7
| -47% | -$875 | ﹤0.01% | 688 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 650 |
|
|
2018
Q4 | $1K | Buy |
15
+8
| +114% | +$533 | ﹤0.01% | 639 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 598 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 618 |
|