Dakota Wealth Management’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,305
| Closed | -$291K | – | 746 |
|
|
2024
Q3 | $291K | Sell |
1,305
-3,544
| -73% | -$791K | 0.01% | 595 |
|
|
2024
Q2 | $941K | Buy |
4,849
+3,640
| +301% | +$706K | 0.02% | 379 |
|
|
2024
Q1 | $239K | Sell |
1,209
-165
| -12% | -$32.6K | 0.01% | 629 |
|
|
2023
Q4 | $237K | Sell |
1,374
-15
| -1% | -$2.59K | 0.01% | 564 |
|
|
2023
Q3 | $215K | Buy |
+1,389
| New | +$215K | 0.01% | 578 |
|