Kingswood 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 | $224K | Buy |
963
+3
| +0.3% | +$697 | 0.02% | 665 |
|
|
2025
Q1 | $216K | Sell |
960
-1,179
| -55% | -$266K | 0.02% | 661 |
|
|
2024
Q4 | $512K | Buy |
2,139
+157
| +8% | +$37.6K | 0.04% | 434 |
|
|
2024
Q3 | $442K | Buy |
+1,982
| New | +$442K | 0.03% | 485 |
|
|
2024
Q2 | – | Sell |
-1,849
| Closed | -$365K | – | 655 |
|
|
2024
Q1 | $365K | Buy |
+1,849
| New | +$365K | 0.04% | 423 |
|
|
2023
Q4 | – | Sell |
-1,980
| Closed | -$306K | – | 642 |
|
|
2023
Q3 | $306K | Buy |
+1,980
| New | +$306K | 0.05% | 324 |
|