Caldwell Trust’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
|
|
||||
|
2023
Q1 | $14.2K | Hold |
100
|
|
||||
|
2022
Q4 | $15.8K | Hold |
100
|
|
||||
|
2022
Q3 | $11.2K | Hold |
100
|
|
||||
|
2022
Q2 | $11.7K | Hold |
100
|
|
||||
|
2022
Q1 | $14.1K | Hold |
100
|
|
||||
|
2021
Q4 | $16.5K | Hold |
100
|
|
||||
|
2021
Q3 | $15.1K | Hold |
100
|
|
||||
|
2021
Q2 | $15.4K | Hold |
100
|
|
||||
|
2021
Q1 | $14.9K | Hold |
100
|
|
||||
|
2020
Q4 | $10.2K | Hold |
100
|
|
||||
|
2020
Q3 | $6.84K | Hold |
100
|
|
||||
|
2020
Q2 | $7.46K | Hold |
100
|
|
||||
|
2020
Q1 | $5.91K | Hold |
100
|
|
||||
|
2019
Q4 | $8.47K | Buy |
+100
|
|