Kingswood Wealth Advisors’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,938
| Closed | -$333K | – | 795 |
|
|
2024
Q3 | $333K | Buy |
1,938
+60
| +3% | +$10.3K | 0.02% | 552 |
|
|
2024
Q2 | $313K | Sell |
1,878
-308
| -14% | -$51.3K | 0.03% | 505 |
|
|
2024
Q1 | $400K | Buy |
2,186
+312
| +17% | +$57.1K | 0.05% | 399 |
|
|
2023
Q4 | $309K | Buy |
+1,874
| New | +$309K | 0.04% | 468 |
|