C.M. Bidwell & Associates’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 |
-545
| Closed | -$32K | – | 398 |
|
|
2020
Q1 | $32K | Buy |
+545
| New | +$32K | 0.03% | 218 |
|
|
2017
Q4 | – | Sell |
-2,305
| Closed | -$438K | – | 393 |
|
|
2017
Q3 | $438K | Sell |
2,305
-23,535
| -91% | -$4.47M | 0.67% | 42 |
|
|
2017
Q2 | $4.29M | Buy |
25,840
+700
| +3% | +$116K | 0.91% | 46 |
|
|
2017
Q1 | $4.12M | Buy |
+25,140
| New | +$4.12M | 0.93% | 43 |
|
|
2014
Q1 | – | Sell |
-14,115
| Closed | -$3.06M | – | 215 |
|
|
2013
Q4 | $3.06M | Buy |
+14,115
| New | +$3.06M | 0.76% | 71 |
|