Atria Investments’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-19,203
| Closed | -$253K | – | 1991 |
|
2024
Q2 | $253K | Buy |
+19,203
| New | +$253K | ﹤0.01% | 1687 |
|
2022
Q2 | – | Sell |
-68,628
| Closed | -$1.14M | – | 827 |
|
2022
Q1 | $1.14M | Buy |
+68,628
| New | +$1.14M | 0.02% | 798 |
|
2021
Q4 | – | Sell |
-55,102
| Closed | -$1.03M | – | 871 |
|
2021
Q3 | $1.03M | Sell |
55,102
-6,943
| -11% | -$130K | 0.02% | 776 |
|
2021
Q2 | $2.61M | Buy |
62,045
+10,470
| +20% | +$441K | 0.05% | 408 |
|
2021
Q1 | $1.83M | Buy |
+51,575
| New | +$1.83M | 0.04% | 481 |
|