Patriot Financial Group Insurance Agency’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-802
| Closed | -$29K | – | 479 |
|
|
2022
Q2 | $29K | Buy |
802
+1
| +0.1% | +$36 | 0.01% | 897 |
|
|
2022
Q1 | $32K | Sell |
801
-379
| -32% | -$15.1K | 0.01% | 910 |
|
|
2021
Q4 | $56K | Buy |
1,180
+1,050
| +808% | +$49.8K | 0.01% | 813 |
|
|
2021
Q3 | $6K | Sell |
130
-200
| -61% | -$9.23K | ﹤0.01% | 1625 |
|
|
2021
Q2 | $17K | Buy |
330
+305
| +1,220% | +$15.7K | ﹤0.01% | 1238 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1842 |
|