Integrated Wealth Concepts’s American Woodmark AMWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,408
| Closed | -$225K | – | 1716 |
|
2024
Q3 | $225K | Sell |
2,408
-273
| -10% | -$25.5K | ﹤0.01% | 1505 |
|
2024
Q2 | $211K | Buy |
2,681
+26
| +1% | +$2.04K | ﹤0.01% | 1497 |
|
2024
Q1 | $270K | Sell |
2,655
-1,100
| -29% | -$112K | ﹤0.01% | 1380 |
|
2023
Q4 | $349K | Hold |
3,755
| – | – | 0.01% | 1184 |
|
2023
Q3 | $284K | Sell |
3,755
-1,746
| -32% | -$132K | 0.01% | 1252 |
|
2023
Q2 | $420K | Buy |
+5,501
| New | +$420K | 0.01% | 1067 |
|