SVB Wealth’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-213
| Closed | -$48K | – | 473 |
|
|
2025
Q1 | $48K | Buy |
+213
| New | +$48K | ﹤0.01% | 553 |
|
|
2017
Q2 | – | Sell |
-10,287
| Closed | -$636K | – | 475 |
|
|
2017
Q1 | $636K | Buy |
10,287
+971
| +10% | +$60K | 0.03% | 312 |
|
|
2016
Q4 | $553K | Buy |
9,316
+2,330
| +33% | +$138K | 0.02% | 322 |
|
|
2016
Q3 | $327K | Buy |
6,986
+975
| +16% | +$45.6K | 0.01% | 419 |
|
|
2016
Q2 | $271K | Buy |
6,011
+1,015
| +20% | +$45.8K | 0.01% | 441 |
|
|
2016
Q1 | $217K | Buy |
+4,996
| New | +$217K | 0.01% | 487 |
|