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BSW Wealth Partners’s Amalgamated Financial AMAL Stock Holding History

BSW Wealth Partners’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,927
Closed -$34K – 148
2019
Q2 		$34K Buy
+1,927
New +$32.3K 0.01% 131

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BSW Wealth Partners's AMAL Position: Q3 2019 in Review

BSW Wealth Partners sold out of Amalgamated Financial (AMAL) in Q3 2019, closing a stake of 1,927 shares — an estimated $34K sold.

BSW Wealth Partners first reported a position in AMAL in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 81 funds tracked by Wall St. Rank hold AMAL as of Q3 2019.

  • BSW Wealth Partners reported no remaining Amalgamated Financial position as of Q3 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 1,927 Amalgamated Financial shares in Q3 2019, an estimated $34K.
  • BSW Wealth Partners first reported a position in Amalgamated Financial in Q2 2019 and held it in 1 quarter.
  • BSW Wealth Partners's Amalgamated Financial position peaked at $34K in Q2 2019.
  • 81 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2019.

Based on BSW Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.