Elevation Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-213	Closed	-$50.9K	–	498
2024 Q4	$50.9K	Buy	213 +1	+0.5%	+$239	0.02%	228
2024 Q3	$47.4K	Hold	212	–	–	0.02%	226
2024 Q2	$41.1K	Hold	212	–	–	0.02%	232
2024 Q1	$41.9K	Buy	+212	New	+$41.9K	0.02%	233