JSAM
J. Safra Asset Management’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Sell |
60
-78
| -57% | -$18.1K | ﹤0.01% | 225 |
|
|
2025
Q1 | $31.1K | Buy |
138
+9
| +7% | +$2.03K | ﹤0.01% | 175 |
|
|
2024
Q4 | $30.8K | Buy |
129
+14
| +12% | +$3.34K | ﹤0.01% | 218 |
|
|
2024
Q3 | $25.7K | Buy |
115
+102
| +785% | +$22.8K | ﹤0.01% | 189 |
|
|
2024
Q2 | $2.52K | Buy |
+13
| New | +$2.52K | ﹤0.01% | 197 |
|