Howe & Rusling’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-96
| Closed | -$2K | – | 795 |
|
|
2020
Q1 | $2K | Sell |
96
-5
| -5% | -$104 | ﹤0.01% | 614 |
|
|
2019
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 612 |
|
|
2019
Q2 | $3K | Sell |
101
-2
| -2% | -$59 | ﹤0.01% | 584 |
|
|
2019
Q1 | $3K | Sell |
103
-9
| -8% | -$262 | ﹤0.01% | 592 |
|
|
2018
Q4 | $2K | Buy |
112
+31
| +38% | +$554 | ﹤0.01% | 648 |
|
|
2018
Q3 | $3K | Hold |
81
| – | – | ﹤0.01% | 657 |
|
|
2018
Q2 | $2K | Hold |
81
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $3K | Sell |
81
-11
| -12% | -$407 | ﹤0.01% | 675 |
|
|
2017
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 583 |
|
|
2017
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 697 |
|
|
2017
Q1 | $3K | Sell |
92
-13
| -12% | -$424 | ﹤0.01% | 735 |
|
|
2016
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 764 |
|
|
2014
Q2 | – | Sell |
-494
| Closed | -$32K | – | 825 |
|
|
2014
Q1 | $32K | Buy |
+494
| New | +$32K | 0.01% | 387 |
|
|
2013
Q4 | – | Sell |
-531
| Closed | -$28K | – | 803 |
|
|
2013
Q3 | $28K | Sell |
531
-59
| -10% | -$3.11K | 0.01% | 423 |
|
|
2013
Q2 | $29K | Buy |
+590
| New | +$29K | 0.01% | 425 |
|