KCM Investment Advisors’s AmTrust Financial Services, Inc. AFSI.PRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-25,296
| Closed | -$325K | – | 457 |
|
2018
Q4 | $325K | Sell |
25,296
-9,086
| -26% | -$117K | 0.02% | 400 |
|
2018
Q3 | $681K | Sell |
34,382
-3,258
| -9% | -$64.5K | 0.04% | 297 |
|
2018
Q2 | $863K | Sell |
37,640
-4,083
| -10% | -$93.6K | 0.05% | 253 |
|
2018
Q1 | $875K | Sell |
41,723
-31,294
| -43% | -$656K | 0.05% | 271 |
|
2017
Q4 | $1.67M | Sell |
73,017
-15,770
| -18% | -$362K | 0.1% | 193 |
|
2017
Q3 | $2.25M | Buy |
88,787
+1,701
| +2% | +$43K | 0.14% | 163 |
|
2017
Q2 | $2.21M | Buy |
87,086
+3,350
| +4% | +$85K | 0.14% | 167 |
|
2017
Q1 | $2.03M | Buy |
83,736
+10,434
| +14% | +$253K | 0.13% | 176 |
|
2016
Q4 | $1.87M | Buy |
73,302
+2,602
| +4% | +$66.4K | 0.13% | 183 |
|
2016
Q3 | $1.9M | Buy |
70,700
+16,714
| +31% | +$448K | 0.13% | 183 |
|
2016
Q2 | $1.41M | Buy |
53,986
+7,711
| +17% | +$201K | 0.1% | 213 |
|
2016
Q1 | $1.18M | Buy |
+46,275
| New | +$1.18M | 0.09% | 220 |
|