Disciplined Investments’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
Q3 | – | Sell |
-11
| Closed | -$1.65K | – | 180 |
|
|
2023
Q2 | $1.65K | Sell |
11
-2
| -15% | -$300 | ﹤0.01% | 743 |
|
|
2023
Q1 | $1.85K | Buy |
13
+2
| +18% | +$285 | ﹤0.01% | 701 |
|
|
2022
Q4 | $1.74K | Sell |
11
-2
| -15% | -$317 | ﹤0.01% | 674 |
|
|
2022
Q3 | $1K | Buy |
13
+4
| +44% | +$308 | ﹤0.01% | 773 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 795 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 851 |
|