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