Berman Capital Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Buy |
135
+15
| +13% | +$2.22K | ﹤0.01% | 977 |
|
|
2021
Q2 | $18K | Buy |
120
+9
| +8% | +$1.35K | ﹤0.01% | 938 |
|
|
2021
Q1 | $16K | Hold |
111
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $11K | Hold |
111
| – | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $7K | Hold |
111
| – | – | ﹤0.01% | 909 |
|
|
2020
Q2 | $8K | Sell |
111
-13
| -10% | -$937 | ﹤0.01% | 827 |
|
|
2020
Q1 | $7K | Buy |
124
+3
| +2% | +$169 | ﹤0.01% | 756 |
|
|
2019
Q4 | $10K | Sell |
121
-11
| -8% | -$909 | ﹤0.01% | 728 |
|
|
2019
Q3 | $11K | Sell |
132
-138
| -51% | -$11.5K | ﹤0.01% | 675 |
|
|
2019
Q2 | $24K | Buy |
270
+179
| +197% | +$15.9K | 0.01% | 457 |
|
|
2019
Q1 | $9K | Buy |
91
+1
| +1% | +$99 | ﹤0.01% | 675 |
|
|
2018
Q4 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 546 |
|