Dynamic Advisor Solutions’s Amalgamated Financial AMAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,261
| Closed | -$243K | – | 685 |
|
|
2022
Q2 | $243K | Sell |
12,261
-8,394
| -41% | -$166K | 0.02% | 593 |
|
|
2022
Q1 | $371K | Buy |
20,655
+530
| +3% | +$9.52K | 0.03% | 500 |
|
|
2021
Q4 | $337K | Buy |
20,125
+510
| +3% | +$8.54K | 0.02% | 527 |
|
|
2021
Q3 | $310K | Buy |
19,615
+6,630
| +51% | +$105K | 0.02% | 566 |
|
|
2021
Q2 | $203K | Buy |
+12,985
| New | +$203K | 0.02% | 674 |
|