Concord Wealth Partners’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18
| Closed | -$2.35K | – | 816 |
|
|
2023
Q3 | $2.35K | Hold |
18
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $2.7K | Hold |
18
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $2.56K | Hold |
18
| – | – | ﹤0.01% | 774 |
|
|
2022
Q4 | $2.85K | Buy |
+18
| New | +$2.85K | ﹤0.01% | 876 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | -$2K | – | 197 |
|
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 987 |
|
|
2022
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 996 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 744 |
|