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

Elevation Wealth Partners’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-213
Closed -$50.9K – 498
2024
Q4 		$50.9K Buy
213
+1
+0.5% +$249 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 +$38.7K 0.02% 233

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