One Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-674
| Closed | -$107K | – | 217 |
|
|
2022
Q4 | $107K | Buy |
+674
| New | +$107K | 0.02% | 282 |
|
|
2019
Q2 | – | Sell |
-51
| Closed | -$5K | – | 136 |
|
|
2019
Q1 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 358 |
|
|
2018
Q4 | – | Sell |
-122
| Closed | -$17K | – | 120 |
|
|
2018
Q3 | $17K | Sell |
122
-11
| -8% | -$1.53K | 0.01% | 326 |
|
|
2018
Q2 | $20K | Sell |
133
-450
| -77% | -$67.7K | 0.02% | 308 |
|
|
2018
Q1 | $111K | Sell |
583
-37
| -6% | -$7.05K | 0.1% | 163 |
|
|
2017
Q4 | $127K | Buy |
+620
| New | +$127K | 0.1% | 168 |
|