JFS Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
50
| – | – | ﹤0.01% | 814 |
|
|
2025
Q1 | $11.3K | Sell |
50
-19
| -28% | -$4.28K | ﹤0.01% | 839 |
|
|
2024
Q4 | $16.5K | Buy |
69
+39
| +130% | +$9.34K | ﹤0.01% | 694 |
|
|
2024
Q3 | $6.69K | Buy |
30
+1
| +3% | +$223 | ﹤0.01% | 1007 |
|
|
2024
Q2 | $5.63K | Hold |
29
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q1 | $5.73K | Hold |
29
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q4 | $5.01K | Hold |
29
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q3 | $4.48K | Hold |
29
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q2 | $4.2K | Sell |
29
-1
| -3% | -$145 | ﹤0.01% | 1081 |
|
|
2023
Q1 | $4.26K | Sell |
30
-1
| -3% | -$142 | ﹤0.01% | 1059 |
|
|
2022
Q4 | $3.91K | Buy |
31
+2
| +7% | +$252 | ﹤0.01% | 1089 |
|
|
2022
Q3 | $3K | Sell |
29
-6
| -17% | -$621 | ﹤0.01% | 1131 |
|
|
2022
Q2 | $3K | Buy |
35
+13
| +59% | +$1.11K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $2K | Buy |
22
+13
| +144% | +$1.18K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1234 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$1K | – | 458 |
|
|
2018
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 493 |
|