Dorsey Wright & Associates’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,229
| Closed | -$19.5K | – | 262 |
|
2023
Q3 | $19.5K | Sell |
1,229
-43
| -3% | -$682 | 0.01% | 253 |
|
2023
Q2 | $25.8K | Buy |
1,272
+126
| +11% | +$2.55K | 0.01% | 206 |
|
2023
Q1 | $20.8K | Sell |
1,146
-129
| -10% | -$2.35K | 0.01% | 226 |
|
2022
Q4 | $23.9K | Buy |
+1,275
| New | +$23.9K | 0.01% | 231 |
|
2022
Q2 | $34K | Buy |
+2,073
| New | +$34K | 0.01% | 234 |
|