OWA
Outlook Wealth Advisors’s Ametek AME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,902
| Closed | -$327K | – | 250 |
|
|
2024
Q3 | $327K | Buy |
1,902
+183
| +11% | +$31.4K | 0.09% | 211 |
|
|
2024
Q2 | $287K | Sell |
1,719
-1
| -0.1% | -$167 | 0.09% | 221 |
|
|
2024
Q1 | $315K | Buy |
1,720
+347
| +25% | +$63.5K | 0.1% | 202 |
|
|
2023
Q4 | $226K | Buy |
+1,373
| New | +$226K | 0.08% | 213 |
|