FinTrust Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51.3K | Hold |
230
| – | – | 0.01% | 559 |
|
|
2024
Q2 | $44.6K | Hold |
230
| – | – | 0.01% | 554 |
|
|
2024
Q1 | $45.4K | Hold |
230
| – | – | 0.01% | 542 |
|
|
2023
Q4 | $39.7K | Hold |
230
| – | – | 0.01% | 541 |
|
|
2023
Q3 | $35.6K | Buy |
230
+35
| +18% | +$5.41K | 0.01% | 523 |
|
|
2023
Q2 | $24.6K | Hold |
195
| – | – | 0.01% | 602 |
|
|
2023
Q1 | $24.6K | Hold |
195
| – | – | 0.01% | 601 |
|
|
2022
Q4 | $24.6K | Buy |
+195
| New | +$24.6K | 0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-278
| Closed | -$19K | – | 1096 |
|
|
2019
Q4 | $19K | Sell |
278
-159
| -36% | -$10.9K | 0.01% | 639 |
|
|
2019
Q3 | $25K | Hold |
437
| – | – | 0.01% | 583 |
|
|
2019
Q2 | $27K | Hold |
437
| – | – | 0.01% | 528 |
|
|
2019
Q1 | $26K | Buy |
437
+278
| +175% | +$16.5K | 0.01% | 519 |
|
|
2018
Q4 | $9K | Buy |
+159
| New | +$9K | ﹤0.01% | 774 |
|