ATFA
All Terrain Financial Advisors’s Clearfield CLFD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,483
| Closed | -$212K | – | 75 |
|
2023
Q2 | $212K | Hold |
4,483
| – | – | 0.08% | 70 |
|
2023
Q1 | $209K | Buy |
4,483
+865
| +24% | +$40.3K | 0.09% | 69 |
|
2022
Q4 | $341K | Hold |
3,618
| – | – | 0.15% | 55 |
|
2022
Q3 | $379K | Hold |
3,618
| – | – | 0.16% | 48 |
|
2022
Q2 | $224K | Hold |
3,618
| – | – | 0.1% | 65 |
|
2022
Q1 | $236K | Hold |
3,618
| – | – | 0.1% | 68 |
|
2021
Q4 | $305K | Buy |
+3,618
| New | +$305K | 0.12% | 55 |
|
2021
Q1 | – | Sell |
-16,718
| Closed | -$413K | – | 78 |
|
2020
Q4 | $413K | Sell |
16,718
-5,900
| -26% | -$146K | 0.16% | 51 |
|
2020
Q3 | $456K | Sell |
22,618
-84,993
| -79% | -$1.71M | 0.16% | 48 |
|
2020
Q2 | $1.5M | Sell |
107,611
-2,900
| -3% | -$40.5K | 0.62% | 30 |
|
2020
Q1 | $1.31M | Hold |
110,511
| – | – | 0.53% | 33 |
|
2019
Q4 | $1.54M | Hold |
110,511
| – | – | 0.5% | 35 |
|
2019
Q3 | $1.31M | Hold |
110,511
| – | – | 0.44% | 36 |
|
2019
Q2 | $1.46M | Hold |
110,511
| – | – | 0.5% | 35 |
|
2019
Q1 | $1.63M | Sell |
110,511
-24,800
| -18% | -$365K | 0.56% | 33 |
|
2018
Q4 | $1.34M | Sell |
135,311
-112
| -0.1% | -$1.11K | 0.54% | 34 |
|
2018
Q3 | $1.82M | Hold |
135,423
| – | – | 0.74% | 30 |
|
2018
Q2 | $1.5M | Buy |
135,423
+1,000
| +0.7% | +$11K | 0.67% | 32 |
|
2018
Q1 | $1.73M | Sell |
134,423
-3,000
| -2% | -$38.7K | 0.79% | 28 |
|
2017
Q4 | $1.68M | Buy |
+137,423
| New | +$1.68M | 0.77% | 29 |
|