AllSquare Wealth Management’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,500
| Closed | -$73K | – | 371 |
|
|
2016
Q3 | $73K | Hold |
5,500
| – | – | 0.07% | 99 |
|
|
2016
Q2 | $77K | Hold |
5,500
| – | – | 0.08% | 89 |
|
|
2016
Q1 | $101K | Sell |
5,500
-1,400
| -20% | -$25.7K | 0.1% | 78 |
|
|
2015
Q4 | $109K | Hold |
6,900
| – | – | 0.11% | 75 |
|
|
2015
Q3 | $106K | Sell |
6,900
-4,000
| -37% | -$61.4K | 0.11% | 71 |
|
|
2015
Q2 | $206K | Hold |
10,900
| – | – | 0.19% | 50 |
|
|
2015
Q1 | $199K | Buy |
10,900
+6,500
| +148% | +$119K | 0.19% | 52 |
|
|
2014
Q4 | $79K | Buy |
+4,400
| New | +$79K | 0.08% | 95 |
|