Advisor Partners’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $214K | Buy |
9,440
+1,580
| +20% | +$35.8K | 0.02% | 757 |
|
2022
Q1 | $211K | Buy |
+7,860
| New | +$211K | 0.01% | 813 |
|
2019
Q3 | – | Sell |
-8,324
| Closed | -$210K | – | 667 |
|
2019
Q2 | $210K | Sell |
8,324
-394
| -5% | -$9.94K | 0.03% | 590 |
|
2019
Q1 | $223K | Sell |
8,718
-809
| -8% | -$20.7K | 0.03% | 558 |
|
2018
Q4 | $207K | Buy |
9,527
+102
| +1% | +$2.22K | 0.03% | 536 |
|
2018
Q3 | $279K | Sell |
9,425
-225
| -2% | -$6.66K | 0.04% | 478 |
|
2018
Q2 | $242K | Buy |
9,650
+289
| +3% | +$7.25K | 0.04% | 479 |
|
2018
Q1 | $222K | Sell |
9,361
-1,187
| -11% | -$28.2K | 0.04% | 492 |
|
2017
Q4 | $297K | Hold |
10,548
| – | – | 0.05% | 407 |
|
2017
Q3 | $252K | Buy |
+10,548
| New | +$252K | 0.05% | 393 |
|
2016
Q3 | – | Sell |
-10,217
| Closed | -$130K | – | 405 |
|
2016
Q2 | $130K | Buy |
+10,217
| New | +$130K | 0.05% | 368 |
|