Patriot Financial Group Insurance Agency’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-121
| Closed | -$12K | – | 450 |
|
|
2022
Q2 | $12K | Sell |
121
-25
| -17% | -$2.48K | ﹤0.01% | 1168 |
|
|
2022
Q1 | $15K | Sell |
146
-17
| -10% | -$1.75K | ﹤0.01% | 1194 |
|
|
2021
Q4 | $17K | Hold |
163
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q3 | $15K | Buy |
163
+25
| +18% | +$2.3K | ﹤0.01% | 1316 |
|
|
2021
Q2 | $13K | Hold |
138
| – | – | ﹤0.01% | 1336 |
|
|
2021
Q1 | $13K | Hold |
138
| – | – | ﹤0.01% | 1261 |
|
|
2020
Q4 | $11K | Sell |
138
-4
| -3% | -$319 | ﹤0.01% | 1172 |
|
|
2020
Q3 | $8K | Hold |
142
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q2 | $9K | Buy |
142
+12
| +9% | +$761 | ﹤0.01% | 991 |
|
|
2020
Q1 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 998 |
|