Pathstone Family Office’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.51M | Buy |
9,792
+3,004
| +44% | +$464K | 0.01% | 548 |
|
|
2023
Q2 | $986K | Sell |
6,788
-346
| -5% | -$50.3K | 0.01% | 489 |
|
|
2023
Q1 | $1.01M | Sell |
7,134
-9,616
| -57% | -$1.37M | 0.02% | 437 |
|
|
2022
Q4 | $1.95M | Buy |
16,750
+1,182
| +8% | +$138K | 0.02% | 511 |
|
|
2022
Q3 | $1.6M | Buy |
15,568
+9,961
| +178% | +$1.02M | 0.01% | 523 |
|
|
2022
Q2 | $539K | Sell |
5,607
-42
| -0.7% | -$4.04K | 0.01% | 548 |
|
|
2022
Q1 | $728K | Buy |
5,649
+100
| +2% | +$12.9K | 0.02% | 416 |
|
|
2021
Q4 | $570K | Buy |
5,549
+49
| +0.9% | +$5.03K | 0.01% | 508 |
|
|
2021
Q3 | $496K | Buy |
5,500
+800
| +17% | +$72.1K | 0.01% | 521 |
|
|
2021
Q2 | $428K | Buy |
+4,700
| New | +$428K | 0.01% | 524 |
|