Laird Norton Wetherby Wealth Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,151
| Closed | -$218K | – | 642 |
|
|
2018
Q1 | $218K | Buy |
1,151
+4
| +0.3% | +$758 | 0.03% | 584 |
|
|
2017
Q4 | $235K | Sell |
1,147
-6
| -0.5% | -$1.23K | 0.03% | 540 |
|
|
2017
Q3 | $219K | Buy |
+1,153
| New | +$219K | 0.03% | 536 |
|
|
2017
Q2 | – | Sell |
-2,319
| Closed | -$380K | – | 566 |
|
|
2017
Q1 | $380K | Buy |
2,319
+16
| +0.7% | +$2.62K | 0.07% | 355 |
|
|
2016
Q4 | $335K | Buy |
2,303
+2
| +0.1% | +$291 | 0.07% | 380 |
|
|
2016
Q3 | $333K | Buy |
+2,301
| New | +$333K | 0.07% | 352 |
|
|
2016
Q2 | – | Sell |
-1,366
| Closed | -$222K | – | 510 |
|
|
2016
Q1 | $222K | Buy |
+1,366
| New | +$222K | 0.05% | 407 |
|