MinichMacGregor Wealth Management’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-62
| Closed | -$8K | – | 111 |
|
|
2018
Q3 | $8K | Sell |
62
-3
| -5% | -$387 | 0.01% | 331 |
|
|
2018
Q2 | $9K | Hold |
65
| – | – | 0.01% | 314 |
|
|
2018
Q1 | $12K | Sell |
65
-2
| -3% | -$369 | 0.01% | 277 |
|
|
2017
Q4 | $13K | Sell |
67
-1
| -1% | -$194 | 0.01% | 260 |
|
|
2017
Q3 | $12K | Hold |
68
| – | – | 0.01% | 250 |
|
|
2017
Q2 | $11K | Sell |
68
-4
| -6% | -$647 | 0.01% | 252 |
|
|
2017
Q1 | $11K | Sell |
72
-2
| -3% | -$306 | 0.01% | 255 |
|
|
2016
Q4 | $10K | Hold |
74
| – | – | 0.01% | 256 |
|
|
2016
Q3 | $10K | Hold |
74
| – | – | 0.01% | 257 |
|
|
2016
Q2 | $10K | Sell |
74
-1
| -1% | -$135 | 0.01% | 251 |
|
|
2016
Q1 | $12K | Buy |
75
+24
| +47% | +$3.84K | 0.01% | 218 |
|
|
2015
Q4 | $11K | Buy |
+51
| New | +$11K | 0.01% | 217 |
|