Perigon Wealth Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,924
| Closed | -$297K | – | 502 |
|
|
2020
Q4 | $297K | Buy |
+2,924
| New | +$297K | 0.03% | 330 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$224K | – | 375 |
|
|
2020
Q2 | $224K | Sell |
3,000
-110
| -4% | -$8.21K | 0.04% | 313 |
|
|
2020
Q1 | $207K | Buy |
+3,110
| New | +$207K | 0.04% | 291 |
|
|
2018
Q2 | – | Sell |
-35
| Closed | -$7K | – | 249 |
|
|
2018
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 535 |
|
|
2017
Q4 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 511 |
|