First Personal Financial Services’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $356 | Buy |
+2
| New | +$356 | ﹤0.01% | 416 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$2K | – | 651 |
|
|
2018
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 650 |
|
|
2018
Q2 | – | Sell |
-133
| Closed | -$25K | – | 665 |
|
|
2018
Q1 | $25K | Sell |
133
-66
| -33% | -$12.4K | 0.01% | 582 |
|
|
2017
Q4 | $41K | Buy |
199
+14
| +8% | +$2.88K | 0.01% | 516 |
|
|
2017
Q3 | $35K | Hold |
185
| – | – | 0.01% | 486 |
|
|
2017
Q2 | $31K | Buy |
185
+4
| +2% | +$670 | 0.01% | 508 |
|
|
2017
Q1 | $30K | Hold |
181
| – | – | 0.01% | 494 |
|
|
2016
Q4 | $26K | Sell |
181
-2
| -1% | -$287 | 0.01% | 494 |
|
|
2016
Q3 | $26K | Buy |
183
+5
| +3% | +$710 | 0.01% | 389 |
|
|
2016
Q2 | $25K | Buy |
+178
| New | +$25K | 0.01% | 380 |
|
|
2015
Q4 | – | Sell |
-10
| Closed | -$2K | – | 395 |
|
|
2015
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 383 |
|