JP Morgan Private Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $917K | Sell |
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|
2022
Q2 | $930K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $724K | Sell |
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|
2020
Q2 | $830K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $285K | Hold |
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|
2015
Q2 | $297K | Buy |
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|
2015
Q1 | $282K | Sell |
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|
2014
Q4 | $303K | Sell |
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|
2014
Q3 | $341K | Sell |
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|
2014
Q2 | $382K | Buy |
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|
2014
Q1 | $341K | Buy |
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