Diversified Trust’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
Q1 | – | Sell |
-2,964
| Closed | -$512K | – | 836 |
|
|
2023
Q4 | $512K | Buy |
2,964
+1,172
| +65% | +$202K | 0.02% | 496 |
|
|
2023
Q3 | $277K | Buy |
1,792
+30
| +2% | +$4.64K | 0.01% | 646 |
|
|
2023
Q2 | $255K | Buy |
1,762
+62
| +4% | +$8.98K | 0.01% | 689 |
|
|
2023
Q1 | $242K | Sell |
1,700
-19
| -1% | -$2.7K | 0.01% | 707 |
|
|
2022
Q4 | $217K | Buy |
+1,719
| New | +$217K | 0.01% | 707 |
|