Adams Chetwood Wealth Management’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $292K | Buy |
2,483
+8
| +0.3% | +$941 | 0.17% | 69 |
|
|
2021
Q4 | $303K | Sell |
2,475
-200
| -7% | -$24.5K | 0.21% | 63 |
|
|
2021
Q3 | $319K | Hold |
2,675
| – | – | 0.23% | 65 |
|
|
2021
Q2 | $377K | Hold |
2,675
| – | – | 0.27% | 63 |
|
|
2021
Q1 | $379K | Hold |
2,675
| – | – | 0.29% | 62 |
|
|
2020
Q4 | $366K | Hold |
2,675
| – | – | 0.3% | 59 |
|
|
2020
Q3 | $303K | Hold |
2,675
| – | – | 0.29% | 58 |
|
|
2020
Q2 | $300K | Hold |
2,675
| – | – | 0.31% | 60 |
|
|
2020
Q1 | $288K | Hold |
2,675
| – | – | 0.34% | 58 |
|
|
2019
Q4 | $309K | Buy |
+2,675
| New | +$309K | 0.32% | 55 |
|