IronBridge Private Wealth’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-242
| Closed | -$12K | – | 51 |
|
|
2021
Q4 | $12K | Buy |
242
+54
| +29% | +$2.68K | 0.01% | 161 |
|
|
2021
Q3 | $9K | Hold |
188
| – | – | ﹤0.01% | 153 |
|
|
2021
Q2 | $10K | Hold |
188
| – | – | 0.01% | 148 |
|
|
2021
Q1 | $10K | Buy |
188
+16
| +9% | +$851 | 0.01% | 149 |
|
|
2020
Q4 | $9K | Buy |
+172
| New | +$9K | 0.01% | 144 |
|