Virtus Investment Advisers’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 |
-5,583
| Closed | -$1.1M | – | 337 |
|
|
2024
Q1 | $1.1M | Sell |
5,583
-1,800
| -24% | -$356K | 0.79% | 25 |
|
|
2023
Q4 | $1.27M | Sell |
7,383
-6,853
| -48% | -$1.18M | 0.95% | 17 |
|
|
2023
Q3 | $2.2M | Hold |
14,236
| – | – | 1.5% | 7 |
|
|
2023
Q2 | $2.06M | Buy |
14,236
+7,573
| +114% | +$1.1M | 1.4% | 7 |
|
|
2023
Q1 | $947K | Buy |
6,663
+1,067
| +19% | +$152K | 0.66% | 40 |
|
|
2022
Q4 | $705K | Hold |
5,596
| – | – | 0.47% | 57 |
|
|
2022
Q3 | $575K | Buy |
+5,596
| New | +$575K | 0.26% | 63 |
|