SHJ
Sharkey, Howes & Javer’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,923
| Closed | -$216K | – | 74 |
|
|
2020
Q3 | $216K | Sell |
3,923
-260
| -6% | -$14.3K | 0.08% | 64 |
|
|
2020
Q2 | $261K | Buy |
+4,183
| New | +$261K | 0.12% | 57 |
|
|
2020
Q1 | – | Sell |
-4,274
| Closed | -$285K | – | 60 |
|
|
2019
Q4 | $285K | Hold |
4,274
| – | – | 0.12% | 52 |
|
|
2019
Q3 | $243K | Sell |
4,274
-338
| -7% | -$19.2K | 0.1% | 52 |
|
|
2019
Q2 | $284K | Sell |
4,612
-395
| -8% | -$24.3K | 0.13% | 46 |
|
|
2019
Q1 | $298K | Sell |
5,007
-140
| -3% | -$8.33K | 0.14% | 46 |
|
|
2018
Q4 | $278K | Sell |
5,147
-25
| -0.5% | -$1.35K | 0.18% | 39 |
|
|
2018
Q3 | $405K | Sell |
5,172
-26
| -0.5% | -$2.04K | 0.21% | 33 |
|
|
2018
Q2 | $365K | Sell |
5,198
-14
| -0.3% | -$983 | 0.2% | 31 |
|
|
2018
Q1 | $379K | Sell |
5,212
-27
| -0.5% | -$1.96K | 0.21% | 23 |
|
|
2017
Q4 | $357K | Hold |
5,239
| – | – | 0.21% | 25 |
|
|
2017
Q3 | $334K | Sell |
5,239
-80
| -2% | -$5.1K | 0.18% | 26 |
|
|
2017
Q2 | $314K | Hold |
5,319
| – | – | 0.18% | 25 |
|
|
2017
Q1 | $329K | Hold |
5,319
| – | – | 0.17% | 25 |
|
|
2016
Q4 | $316K | Hold |
5,319
| – | – | 0.19% | 26 |
|
|
2016
Q3 | $249K | Sell |
5,319
-169
| -3% | -$7.91K | 0.15% | 31 |
|
|
2016
Q2 | $248K | Sell |
5,488
-32
| -0.6% | -$1.45K | 0.15% | 31 |
|
|
2016
Q1 | $240K | Hold |
5,520
| – | – | 0.18% | 33 |
|
|
2015
Q4 | $224K | Sell |
5,520
-38
| -0.7% | -$1.54K | 0.16% | 35 |
|
|
2015
Q3 | $221K | Sell |
5,558
-62
| -1% | -$2.47K | 0.17% | 35 |
|
|
2015
Q2 | $223K | Buy |
+5,620
| New | +$223K | 0.17% | 24 |
|