Montecito Bank & Trust’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,050
| Closed | -$592K | – | 238 |
|
|
2022
Q1 | $592K | Hold |
15,050
| – | – | 0.11% | 168 |
|
|
2021
Q4 | $717K | Hold |
15,050
| – | – | 0.13% | 158 |
|
|
2021
Q3 | $736K | Hold |
15,050
| – | – | 0.14% | 138 |
|
|
2021
Q2 | $765K | Hold |
15,050
| – | – | 0.15% | 137 |
|
|
2021
Q1 | $785K | Hold |
15,050
| – | – | 0.16% | 123 |
|
|
2020
Q4 | $758K | Buy |
+15,050
| New | +$758K | 0.17% | 113 |
|