Accel Wealth Management’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
+2,994
| New | +$259K | 0.09% | 212 |
|
|
2024
Q4 | – | Sell |
-2,995
| Closed | -$200K | – | 252 |
|
|
2024
Q3 | $200K | Sell |
2,995
-1,342
| -31% | -$89.8K | 0.07% | 241 |
|
|
2024
Q2 | $240K | Sell |
4,337
-100
| -2% | -$5.55K | 0.1% | 193 |
|
|
2024
Q1 | $227K | Hold |
4,437
| – | – | 0.1% | 193 |
|
|
2023
Q4 | $202K | Buy |
+4,437
| New | +$202K | 0.1% | 187 |
|