Wealthspire Advisors (Maryland)’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$64K | – | 528 |
|
|
2019
Q1 | $64K | Sell |
600
-1
| -0.2% | -$107 | ﹤0.01% | 801 |
|
|
2018
Q4 | $59K | Buy |
601
+100
| +20% | +$9.82K | 0.01% | 783 |
|
|
2018
Q3 | $68K | Sell |
501
-283
| -36% | -$38.4K | 0.01% | 843 |
|
|
2018
Q2 | $116K | Buy |
784
+14
| +2% | +$2.07K | 0.01% | 644 |
|
|
2018
Q1 | $146K | Sell |
770
-18
| -2% | -$3.41K | 0.01% | 574 |
|
|
2017
Q4 | $162K | Buy |
788
+27
| +4% | +$5.55K | 0.02% | 563 |
|
|
2017
Q3 | $144K | Buy |
761
+6
| +0.8% | +$1.14K | 0.02% | 580 |
|
|
2017
Q2 | $125K | Buy |
755
+16
| +2% | +$2.65K | 0.01% | 599 |
|
|
2017
Q1 | $121K | Buy |
739
+1
| +0.1% | +$164 | 0.02% | 530 |
|
|
2016
Q4 | $107K | Sell |
738
-4
| -0.5% | -$580 | 0.02% | 555 |
|
|
2016
Q3 | $107K | Sell |
742
-83
| -10% | -$12K | 0.02% | 551 |
|
|
2016
Q2 | $116K | Sell |
825
-19
| -2% | -$2.67K | 0.02% | 502 |
|
|
2016
Q1 | $137K | Sell |
844
-63
| -7% | -$10.2K | 0.02% | 447 |
|
|
2015
Q4 | $145K | Buy |
+907
| New | +$145K | 0.03% | 445 |
|