Security National Trust’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-144
| Closed | -$20K | – | 455 |
|
|
2016
Q2 | $20K | Hold |
144
| – | – | 0.01% | 330 |
|
|
2016
Q1 | $23K | Hold |
144
| – | – | 0.01% | 324 |
|
|
2015
Q4 | $23K | Hold |
144
| – | – | 0.01% | 315 |
|
|
2015
Q3 | $25K | Hold |
144
| – | – | 0.01% | 315 |
|
|
2015
Q2 | $31K | Hold |
144
| – | – | 0.01% | 310 |
|
|
2015
Q1 | $31K | Buy |
+144
| New | +$31K | 0.01% | 317 |
|