RIA
Regal Investment Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,187
| Closed | -$1.4M | – | 316 |
|
|
2019
Q2 | $1.4M | Buy |
15,187
+1,096
| +8% | +$101K | 0.27% | 116 |
|
|
2019
Q1 | $1.51M | Buy |
14,091
+963
| +7% | +$103K | 0.31% | 104 |
|
|
2018
Q4 | $1.28M | Buy |
13,128
+172
| +1% | +$16.8K | 0.28% | 105 |
|
|
2018
Q3 | $1.77M | Buy |
+12,956
| New | +$1.77M | 0.37% | 87 |
|
|
2016
Q1 | – | Sell |
-18,805
| Closed | -$3M | – | 248 |
|
|
2015
Q4 | $3M | Buy |
18,805
+1,575
| +9% | +$252K | 0.78% | 47 |
|
|
2015
Q3 | $2.95M | Buy |
+17,230
| New | +$2.95M | 0.76% | 36 |
|