Atlas Capital Advisors’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
4,497
| – | – | 0.03% | 362 |
|
|
2025
Q1 | $210K | Hold |
4,497
| – | – | 0.03% | 394 |
|
|
2024
Q4 | $201K | Sell |
4,497
-2,165
| -32% | -$96.6K | 0.03% | 385 |
|
|
2024
Q3 | $295K | Hold |
6,662
| – | – | 0.04% | 315 |
|
|
2024
Q2 | $258K | Hold |
6,662
| – | – | 0.03% | 343 |
|
|
2024
Q1 | $236K | Hold |
6,662
| – | – | 0.04% | 341 |
|
|
2023
Q4 | $205K | Buy |
+6,662
| New | +$205K | 0.03% | 368 |
|