WEC
Winslow Evans & Crocker’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q3 | $1K | Sell |
15
-100
| -87% | -$6.67K | ﹤0.01% | 1041 |
|
|
2020
Q2 | $8K | Sell |
115
-1
| -0.9% | -$70 | ﹤0.01% | 776 |
|
|
2020
Q1 | $8K | Hold |
116
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 761 |
|
|
2019
Q3 | $12K | Hold |
116
| – | – | ﹤0.01% | 742 |
|
|
2019
Q2 | $12K | Hold |
116
| – | – | ﹤0.01% | 760 |
|
|
2019
Q1 | $14K | Sell |
116
-72
| -38% | -$8.69K | ﹤0.01% | 729 |
|
|
2018
Q4 | $20K | Hold |
188
| – | – | 0.01% | 618 |
|
|
2018
Q3 | $26K | Sell |
188
-34
| -15% | -$4.7K | 0.01% | 604 |
|
|
2018
Q2 | $34K | Hold |
222
| – | – | 0.01% | 564 |
|
|
2018
Q1 | $41.9K | Hold |
222
| – | – | 0.01% | 519 |
|
|
2017
Q4 | $45.4K | Hold |
222
| – | – | 0.01% | 514 |
|
|
2017
Q3 | $42K | Buy |
222
+1
| +0.5% | +$189 | 0.01% | 518 |
|
|
2017
Q2 | $36.7K | Buy |
221
+105
| +91% | +$17.4K | 0.01% | 621 |
|
|
2017
Q1 | $18.9K | Buy |
116
+100
| +625% | +$16.3K | 0.01% | 744 |
|
|
2016
Q4 | $2.18K | Hold |
16
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q3 | $2.17K | Hold |
16
| – | – | ﹤0.01% | 1181 |
|
|
2016
Q2 | $2.11K | Buy |
16
+1
| +7% | +$132 | ﹤0.01% | 1162 |
|
|
2016
Q1 | $2.44K | Sell |
15
-1
| -6% | -$162 | ﹤0.01% | 1142 |
|
|
2015
Q4 | $2.4K | Hold |
16
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q3 | $2.57K | Buy |
+16
| New | +$2.57K | ﹤0.01% | 1142 |
|
|
2014
Q1 | – | Sell |
-2,483
| Closed | -$539K | – | 1293 |
|
|
2013
Q4 | $539K | Buy |
+2,483
| New | +$539K | 0.18% | 137 |
|