Concord Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$1.68K | – | 819 |
|
|
2024
Q4 | $1.68K | Hold |
7
| – | – | ﹤0.01% | 728 |
|
|
2024
Q3 | $1.56K | Buy |
+7
| New | +$1.56K | ﹤0.01% | 771 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$1.13K | – | 993 |
|
|
2022
Q4 | $1.13K | Buy |
+9
| New | +$1.13K | ﹤0.01% | 1040 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 179 |
|
|
2022
Q2 | $1K | Sell |
9
-27
| -75% | -$3K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $4K | Buy |
36
+25
| +227% | +$2.78K | ﹤0.01% | 939 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1189 |
|