Wealthspire Advisors (Maryland)’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-718
| Closed | -$43K | – | 502 |
|
|
2019
Q1 | $43K | Sell |
718
-122
| -15% | -$7.31K | ﹤0.01% | 946 |
|
|
2018
Q4 | $45K | Sell |
840
-92
| -10% | -$4.93K | ﹤0.01% | 896 |
|
|
2018
Q3 | $73K | Buy |
932
+27
| +3% | +$2.12K | 0.01% | 814 |
|
|
2018
Q2 | $63K | Buy |
905
+60
| +7% | +$4.18K | 0.01% | 893 |
|
|
2018
Q1 | $62K | Sell |
845
-127
| -13% | -$9.32K | 0.01% | 895 |
|
|
2017
Q4 | $66K | Sell |
972
-99
| -9% | -$6.72K | 0.01% | 887 |
|
|
2017
Q3 | $70K | Buy |
1,071
+167
| +18% | +$10.9K | 0.01% | 844 |
|
|
2017
Q2 | $53K | Buy |
904
+8
| +0.9% | +$469 | 0.01% | 930 |
|
|
2017
Q1 | $55K | Sell |
896
-24
| -3% | -$1.47K | 0.01% | 776 |
|
|
2016
Q4 | $55K | Sell |
920
-178
| -16% | -$10.6K | 0.01% | 740 |
|
|
2016
Q3 | $51K | Buy |
1,098
+179
| +19% | +$8.31K | 0.01% | 766 |
|
|
2016
Q2 | $41K | Buy |
919
+162
| +21% | +$7.23K | 0.01% | 787 |
|
|
2016
Q1 | $33K | Sell |
757
-8
| -1% | -$349 | 0.01% | 803 |
|
|
2015
Q4 | $31K | Buy |
+765
| New | +$31K | 0.01% | 829 |
|