Curi RMB Capital’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-321,225
| Closed | -$6.25M | – | 647 |
|
|
2019
Q4 | $6.25M | Sell |
321,225
-203,264
| -39% | -$3.95M | 0.17% | 125 |
|
|
2019
Q3 | $8.4M | Sell |
524,489
-24,799
| -5% | -$397K | 0.22% | 100 |
|
|
2019
Q2 | $9.59M | Sell |
549,288
-25,465
| -4% | -$444K | 0.24% | 96 |
|
|
2019
Q1 | $9M | Sell |
574,753
-13,503
| -2% | -$211K | 0.23% | 98 |
|
|
2018
Q4 | $11.5M | Buy |
588,256
+156,337
| +36% | +$3.05M | 0.29% | 77 |
|
|
2018
Q3 | $8.33M | Buy |
+431,919
| New | +$8.33M | 0.2% | 118 |
|