Lido 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,476
| Closed | -$286K | – | 1263 |
|
|
2024
Q2 | $286K | Sell |
1,476
-94
| -6% | -$18.2K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $310K | Buy |
1,570
+109
| +7% | +$21.5K | ﹤0.01% | 984 |
|
|
2023
Q4 | $252K | Sell |
1,461
-1,123
| -43% | -$194K | ﹤0.01% | 1005 |
|
|
2023
Q3 | $400K | Buy |
2,584
+244
| +10% | +$37.7K | ﹤0.01% | 731 |
|
|
2023
Q2 | $339K | Sell |
2,340
-923
| -28% | -$134K | ﹤0.01% | 782 |
|
|
2023
Q1 | $464K | Sell |
3,263
-744
| -19% | -$106K | ﹤0.01% | 635 |
|
|
2022
Q4 | $505K | Buy |
4,007
+196
| +5% | +$24.7K | 0.01% | 521 |
|
|
2022
Q3 | $391K | Buy |
3,811
+261
| +7% | +$26.8K | ﹤0.01% | 550 |
|
|
2022
Q2 | $341K | Sell |
3,550
-317
| -8% | -$30.5K | ﹤0.01% | 589 |
|
|
2022
Q1 | $396K | Buy |
+3,867
| New | +$396K | ﹤0.01% | 607 |
|