Carson Wealth (CWM LLC)’s Agiliti Inc AGTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-348
| Closed | -$4K | – | 5067 |
|
|
2024
Q1 | $4K | Buy |
348
+17
| +5% | +$142 | ﹤0.01% | 3811 |
|
|
2023
Q4 | $3K | Sell |
331
-958
| -74% | -$6.5K | ﹤0.01% | 3764 |
|
|
2023
Q3 | $8K | Buy |
1,289
+1,222
| +1,824% | +$14.8K | ﹤0.01% | 3281 |
|
|
2023
Q2 | $1K | Buy |
67
+41
| +158% | +$687 | ﹤0.01% | 4125 |
|
|
2023
Q1 | $0 | Buy |
+26
| New | +$448 | ﹤0.01% | 4414 |
|
|
2022
Q4 | – | Sell |
-451
| Closed | -$6K | – | 4321 |
|
|
2022
Q3 | $6K | Buy |
451
+442
| +4,911% | +$8.19K | ﹤0.01% | 3022 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | +$180 | ﹤0.01% | 4165 |
|