TFO Wealth Partners’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$395 | – | 79 |
|
|
2024
Q1 | $395 | Hold |
2
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $345 | Hold |
2
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $290 | Hold |
2
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $290 | Hold |
2
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $284 | Sell |
2
-7,351
| -100% | -$1.04M | ﹤0.01% | 391 |
|
|
2022
Q4 | $955K | Buy |
+7,353
| New | +$955K | 0.22% | 22 |
|