KCM Investment Advisors’s AmTrust Financial Services, Inc. AFSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-10,500
| Closed | -$263K | – | 540 |
|
2017
Q4 | $263K | Sell |
10,500
-1,200
| -10% | -$30.1K | 0.02% | 461 |
|
2017
Q3 | $301K | Sell |
11,700
-500
| -4% | -$12.9K | 0.02% | 430 |
|
2017
Q2 | $305K | Hold |
12,200
| – | – | 0.02% | 437 |
|
2017
Q1 | $306K | Hold |
12,200
| – | – | 0.02% | 430 |
|
2016
Q4 | $308K | Buy |
12,200
+400
| +3% | +$10.1K | 0.02% | 431 |
|
2016
Q3 | $307K | Buy |
11,800
+400
| +4% | +$10.4K | 0.02% | 437 |
|
2016
Q2 | $291K | Buy |
11,400
+700
| +7% | +$17.9K | 0.02% | 432 |
|
2016
Q1 | $265K | Buy |
+10,700
| New | +$265K | 0.02% | 441 |
|