AE Wealth Management’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,003
| Closed | -$221K | – | 1946 |
|
|
2023
Q2 | $221K | Sell |
5,003
-7,509
| -60% | -$332K | ﹤0.01% | 1707 |
|
|
2023
Q1 | $494K | Buy |
+12,512
| New | +$494K | ﹤0.01% | 1357 |
|
|
2022
Q3 | – | Sell |
-26,848
| Closed | -$610K | – | 1747 |
|
|
2022
Q2 | $610K | Buy |
+26,848
| New | +$610K | ﹤0.01% | 1097 |
|