CCFP
Charles Carroll Financial Partners’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.99M | Buy |
13,150
+5,050
| +62% | +$765K | 2.14% | 16 |
|
|
2023
Q3 | $1.06M | Buy |
+8,100
| New | +$1.06M | 1.31% | 20 |
|
|
2022
Q2 | – | Sell |
-6,350
| Closed | -$895K | – | 45 |
|
|
2022
Q1 | $895K | Sell |
6,350
-1,700
| -21% | -$240K | 0.93% | 23 |
|
|
2021
Q4 | $1.32M | Buy |
+8,050
| New | +$1.32M | 1.31% | 22 |
|