Envestnet Portfolio Solutions’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
-1,367
Closed -$327K 1537
2024
Q4
$327K Sell
1,367
-135
-9% -$32.3K ﹤0.01% 1463
2024
Q3
$335K Buy
1,502
+104
+7% +$23.2K ﹤0.01% 1384
2024
Q2
$271K Sell
1,398
-387
-22% -$75.1K ﹤0.01% 1433
2024
Q1
$353K Sell
1,785
-12
-0.7% -$2.37K ﹤0.01% 1274
2023
Q4
$310K Buy
1,797
+172
+11% +$29.7K ﹤0.01% 1273
2023
Q3
$251K Buy
+1,625
New +$251K ﹤0.01% 1317