Valley Wealth Managers’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-58
| Closed | -$9.19K | – | 362 |
|
|
2022
Q4 | $9.19K | Sell |
58
-29
| -33% | -$4.59K | ﹤0.01% | 301 |
|
|
2022
Q3 | $10K | Sell |
87
-97,175
| -100% | -$11.2M | ﹤0.01% | 320 |
|
|
2022
Q2 | $11.3M | Sell |
97,262
-2,549
| -3% | -$297K | 1.06% | 44 |
|
|
2022
Q1 | $14.1M | Buy |
99,811
+2,163
| +2% | +$305K | 1.18% | 41 |
|
|
2021
Q4 | $16.1M | Sell |
97,648
-10,055
| -9% | -$1.65M | 1.29% | 41 |
|
|
2021
Q3 | $16.3M | Sell |
107,703
-1,479
| -1% | -$223K | 1.42% | 39 |
|
|
2021
Q2 | $16.8M | Buy |
+109,182
| New | +$16.8M | 1.42% | 39 |
|