Arkadios Wealth Advisors’s Aterian ATER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,375
| Closed | -$14.1K | – | 732 |
|
2023
Q4 | $14.1K | Sell |
3,375
-2,897
| -46% | -$12.1K | ﹤0.01% | 703 |
|
2023
Q3 | $24.6K | Sell |
6,272
-3,263
| -34% | -$12.8K | ﹤0.01% | 664 |
|
2023
Q2 | $52.6K | Buy |
9,535
+6,254
| +191% | +$34.5K | 0.01% | 595 |
|
2023
Q1 | $33.9K | Buy |
+3,281
| New | +$33.9K | ﹤0.01% | 595 |
|
2021
Q4 | – | Sell |
-802
| Closed | -$104K | – | 648 |
|
2021
Q3 | $104K | Sell |
802
-12,046
| -94% | -$1.56M | 0.02% | 678 |
|
2021
Q2 | $2.26M | Buy |
12,848
+11,120
| +644% | +$1.95M | 0.27% | 99 |
|
2021
Q1 | $611K | Buy |
1,728
+867
| +101% | +$307K | 0.1% | 219 |
|
2020
Q4 | $177K | Sell |
861
-2,541
| -75% | -$522K | 0.04% | 342 |
|
2020
Q3 | $358K | Buy |
+3,402
| New | +$358K | 0.18% | 123 |
|