Kore Private Wealth’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,410
| Closed | -$213K | – | 311 |
|
|
2021
Q3 | $213K | Sell |
1,410
-2
| -0.1% | -$302 | 0.02% | 412 |
|
|
2021
Q2 | $218K | Hold |
1,412
| – | – | 0.02% | 373 |
|
|
2021
Q1 | $210K | Buy |
+1,412
| New | +$210K | 0.03% | 339 |
|
|
2020
Q3 | – | Sell |
-199
| Closed | -$14K | – | 309 |
|
|
2020
Q2 | $14K | Buy |
199
+111
| +126% | +$7.81K | ﹤0.01% | 715 |
|
|
2020
Q1 | $5K | Sell |
88
-545
| -86% | -$31K | ﹤0.01% | 794 |
|
|
2019
Q4 | $54K | Buy |
+633
| New | +$54K | 0.01% | 468 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$3K | – | 257 |
|
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 814 |
|
|
2018
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 755 |
|