J.P. Morgan Private Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,167
| Closed | -$1.16M | – | 1476 |
|
|
2023
Q1 | $1.16M | Sell |
8,167
-538
| -6% | -$76.5K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $1.1M | Sell |
8,705
-217
| -2% | -$27.3K | ﹤0.01% | 1101 |
|
|
2022
Q3 | $917K | Sell |
8,922
-745
| -8% | -$76.6K | ﹤0.01% | 1176 |
|
|
2022
Q2 | $930K | Sell |
9,667
-1,751
| -15% | -$168K | ﹤0.01% | 1174 |
|
|
2022
Q1 | $1.17M | Sell |
11,418
-34
| -0.3% | -$3.49K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $1.18M | Sell |
11,452
-1,629
| -12% | -$167K | ﹤0.01% | 1162 |
|
|
2021
Q3 | $1.18M | Sell |
13,081
-140
| -1% | -$12.6K | ﹤0.01% | 1139 |
|
|
2021
Q2 | $1.2M | Sell |
13,221
-484
| -4% | -$44.1K | ﹤0.01% | 1102 |
|
|
2021
Q1 | $1.25M | Buy |
13,705
+412
| +3% | +$37.5K | ﹤0.01% | 946 |
|
|
2020
Q4 | $1.04M | Buy |
13,293
+162
| +1% | +$12.6K | ﹤0.01% | 998 |
|
|
2020
Q3 | $724K | Sell |
13,131
-167
| -1% | -$9.21K | ﹤0.01% | 1016 |
|
|
2020
Q2 | $830K | Buy |
+13,298
| New | +$830K | ﹤0.01% | 881 |
|
|
2015
Q4 | – | Sell |
-7,480
| Closed | -$285K | – | 1156 |
|
|
2015
Q3 | $285K | Hold |
7,480
| – | – | ﹤0.01% | 809 |
|
|
2015
Q2 | $297K | Buy |
7,480
+1,250
| +20% | +$49.6K | ﹤0.01% | 846 |
|
|
2015
Q1 | $282K | Sell |
6,230
-408
| -6% | -$18.5K | ﹤0.01% | 912 |
|
|
2014
Q4 | $303K | Sell |
6,638
-840
| -11% | -$38.3K | ﹤0.01% | 869 |
|
|
2014
Q3 | $341K | Sell |
7,478
-51
| -0.7% | -$2.33K | ﹤0.01% | 805 |
|
|
2014
Q2 | $382K | Buy |
7,529
+471
| +7% | +$23.9K | 0.01% | 642 |
|
|
2014
Q1 | $341K | Buy |
+7,058
| New | +$341K | 0.01% | 684 |
|