Sowell Financial Services’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
Q2 | – | Sell |
-304
| Closed | -$53K | – | 604 |
|
|
2021
Q1 | $53K | Sell |
304
-1,519
| -83% | -$265K | ﹤0.01% | 1626 |
|
|
2020
Q4 | $185K | Buy |
1,823
+1,136
| +165% | +$115K | 0.01% | 881 |
|
|
2020
Q3 | $47K | Buy |
+687
| New | +$47K | ﹤0.01% | 1231 |
|
|
2019
Q4 | – | Sell |
-7
| Closed | -$1K | – | 2503 |
|
|
2019
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2182 |
|