TWA
Tillar-Wenstrup Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,663
| Closed | -$1.75M | – | 21 |
|
|
2019
Q4 | $1.75M | Buy |
+20,663
| New | +$1.75M | 0.98% | 38 |
|
|
2019
Q1 | – | Sell |
-8,922
| Closed | -$869K | – | 44 |
|
|
2018
Q4 | $869K | Sell |
8,922
-11,398
| -56% | -$1.11M | 0.57% | 40 |
|
|
2018
Q3 | $2.78M | Buy |
20,320
+8,998
| +79% | +$1.23M | 1.51% | 25 |
|
|
2018
Q2 | $1.68M | Sell |
11,322
-366
| -3% | -$54.4K | 0.94% | 46 |
|
|
2018
Q1 | $2.22M | Sell |
11,688
-484
| -4% | -$91.8K | 1.29% | 29 |
|
|
2017
Q4 | $2.5M | Sell |
12,172
-448
| -4% | -$91.9K | 1.95% | 21 |
|
|
2017
Q3 | $2.4M | Sell |
12,620
-394
| -3% | -$74.8K | 1.82% | 23 |
|
|
2017
Q2 | $2.16M | Sell |
13,014
-40
| -0.3% | -$6.64K | 1.68% | 35 |
|
|
2017
Q1 | $2.14M | Buy |
13,054
+149
| +1% | +$24.4K | 1.64% | 31 |
|
|
2016
Q4 | $1.88M | Sell |
12,905
-143
| -1% | -$20.8K | 1.58% | 38 |
|
|
2016
Q3 | $1.89M | Buy |
+13,048
| New | +$1.89M | 1.73% | 32 |
|