Atria Wealth Solutions’s Cantaloupe CTLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,200
| Closed | -$101K | – | 1934 |
|
2023
Q3 | $101K | Hold |
16,200
| – | – | ﹤0.01% | 1767 |
|
2023
Q2 | $129K | Hold |
16,200
| – | – | ﹤0.01% | 1753 |
|
2023
Q1 | $92.3K | Hold |
16,200
| – | – | ﹤0.01% | 1754 |
|
2022
Q4 | $70.5K | Hold |
16,200
| – | – | ﹤0.01% | 1707 |
|
2022
Q3 | $56.4K | Sell |
16,200
-1,500
| -8% | -$5.22K | ﹤0.01% | 1679 |
|
2022
Q2 | $99K | Hold |
17,700
| – | – | ﹤0.01% | 1502 |
|
2022
Q1 | $120K | Buy |
+17,700
| New | +$120K | ﹤0.01% | 1652 |
|