CSat Investment Advisory’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,162
| Closed | -$79K | – | 543 |
|
2020
Q3 | $79K | Sell |
1,162
-1,218
| -51% | -$82.8K | 0.01% | 551 |
|
2020
Q2 | $177K | Buy |
2,380
+2,226
| +1,445% | +$166K | 0.02% | 330 |
|
2020
Q1 | $9K | Buy |
154
+26
| +20% | +$1.52K | ﹤0.01% | 931 |
|
2019
Q4 | $11K | Sell |
128
-909
| -88% | -$78.1K | ﹤0.01% | 953 |
|
2019
Q3 | $86K | Buy |
1,037
+190
| +22% | +$15.8K | 0.03% | 342 |
|
2019
Q2 | $78K | Buy |
847
+332
| +64% | +$30.6K | 0.03% | 344 |
|
2019
Q1 | $55K | Sell |
515
-2
| -0.4% | -$214 | 0.03% | 155 |
|
2018
Q4 | $50K | Buy |
517
+328
| +174% | +$31.7K | 0.03% | 155 |
|
2018
Q3 | $26K | Buy |
189
+72
| +62% | +$9.91K | 0.01% | 184 |
|
2018
Q2 | $17K | Buy |
+117
| New | +$17K | 0.01% | 225 |
|