Occudo Quantitative Strategies’s Amalgamated Financial AMAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,410
| Closed | -$421K | – | 664 |
|
2024
Q3 | $421K | Sell |
13,410
-157
| -1% | -$4.93K | 0.08% | 330 |
|
2024
Q2 | $372K | Sell |
13,567
-4,713
| -26% | -$129K | 0.07% | 386 |
|
2024
Q1 | $439K | Sell |
18,280
-4,125
| -18% | -$99K | 0.08% | 343 |
|
2023
Q4 | $604K | Buy |
+22,405
| New | +$604K | 0.08% | 335 |
|
2023
Q3 | – | Sell |
-26,622
| Closed | -$428K | – | 951 |
|
2023
Q2 | $428K | Buy |
+26,622
| New | +$428K | 0.04% | 603 |
|
2022
Q4 | – | Sell |
-35,833
| Closed | -$808K | – | 937 |
|
2022
Q3 | $808K | Buy |
+35,833
| New | +$808K | 0.06% | 492 |
|