GW Henssler & Associates’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,727
| Closed | -$267K | – | 165 |
|
|
2023
Q3 | $267K | Sell |
1,727
-128
| -7% | -$19.8K | 0.02% | 135 |
|
|
2023
Q2 | $269K | Sell |
1,855
-700
| -27% | -$101K | 0.02% | 159 |
|
|
2023
Q1 | $363K | Buy |
2,555
+17
| +0.7% | +$2.42K | 0.02% | 137 |
|
|
2022
Q4 | $320K | Hold |
2,538
| – | – | 0.02% | 151 |
|
|
2022
Q3 | $261K | Buy |
2,538
+377
| +17% | +$38.8K | 0.02% | 164 |
|
|
2022
Q2 | $208K | Buy |
+2,161
| New | +$208K | 0.02% | 206 |
|