Zeke Capital Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $476K | Buy |
+3,002
| New | +$476K | 0.03% | 247 |
|
|
2019
Q3 | – | Sell |
-3,771
| Closed | -$347K | – | 553 |
|
|
2019
Q2 | $347K | Sell |
3,771
-918
| -20% | -$84.5K | 0.03% | 441 |
|
|
2019
Q1 | $502K | Buy |
+4,689
| New | +$502K | 0.05% | 357 |
|
|
2018
Q2 | – | Sell |
-1,237
| Closed | -$235K | – | 637 |
|
|
2018
Q1 | $235K | Hold |
1,237
| – | – | 0.02% | 521 |
|
|
2017
Q4 | $254K | Hold |
1,237
| – | – | 0.03% | 432 |
|
|
2017
Q3 | $235K | Buy |
+1,237
| New | +$235K | 0.03% | 376 |
|