CA
AMAL icon

Crewe Advisors’s Amalgamated Financial AMAL Stock Holding History

Crewe Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17
Closed -$293 – 422
2023
Q3 		$293 Buy
17
+7
+70% +$121 ﹤0.01% 420
2023
Q2 		$161 Buy
+10
New +$161 ﹤0.01% 751