TAM
Trillium Asset Management’s Amalgamated Financial AMAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-293,182
| Closed | -$5.27M | – | 228 |
|
|
2022
Q1 | $5.27M | Hold |
293,182
| – | – | 0.14% | 124 |
|
|
2021
Q4 | $4.92M | Hold |
293,182
| – | – | 0.12% | 136 |
|
|
2021
Q3 | $4.64M | Hold |
293,182
| – | – | 0.12% | 130 |
|
|
2021
Q2 | $4.58M | Hold |
293,182
| – | – | 0.13% | 126 |
|
|
2021
Q1 | $4.86M | Hold |
293,182
| – | – | 0.15% | 118 |
|
|
2020
Q4 | $4.03M | Buy |
293,182
+1,918
| +0.7% | +$26.4K | 0.14% | 115 |
|
|
2020
Q3 | $3.08M | Buy |
291,264
+3,104
| +1% | +$32.8K | 0.13% | 113 |
|
|
2020
Q2 | $3.64M | Hold |
288,160
| – | – | 0.16% | 111 |
|
|
2020
Q1 | $3.12M | Hold |
288,160
| – | – | 0.16% | 119 |
|
|
2019
Q4 | $5.61M | Hold |
288,160
| – | – | 0.25% | 113 |
|
|
2019
Q3 | $4.62M | Hold |
288,160
| – | – | 0.22% | 119 |
|
|
2019
Q2 | $5.03M | Hold |
288,160
| – | – | 0.24% | 114 |
|
|
2019
Q1 | $4.51M | Hold |
288,160
| – | – | 0.23% | 115 |
|
|
2018
Q4 | $5.34M | Hold |
288,160
| – | – | 0.31% | 103 |
|
|
2018
Q3 | $4.6M | Buy |
+288,160
| New | +$4.6M | 0.23% | 118 |
|