Atria Wealth Solutions’s CTS Corp CTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,053
| Closed | -$335K | – | 1537 |
|
|
2025
Q1 | $335K | Buy |
8,053
+4,000
| +99% | +$166K | ﹤0.01% | 1401 |
|
|
2024
Q4 | $214K | Buy |
+4,053
| New | +$214K | ﹤0.01% | 1764 |
|
|
2024
Q3 | – | Sell |
-4,253
| Closed | -$215K | – | 1928 |
|
|
2024
Q2 | $215K | Buy |
+4,253
| New | +$215K | ﹤0.01% | 1700 |
|
|
2023
Q3 | – | Sell |
-4,753
| Closed | -$203K | – | 1874 |
|
|
2023
Q2 | $203K | Sell |
4,753
-199
| -4% | -$8.48K | ﹤0.01% | 1689 |
|
|
2023
Q1 | $245K | Buy |
+4,952
| New | +$245K | ﹤0.01% | 1532 |
|
|
2022
Q4 | – | Sell |
-5,252
| Closed | -$219K | – | 1802 |
|
|
2022
Q3 | $219K | Buy |
+5,252
| New | +$219K | ﹤0.01% | 1499 |
|
|
2022
Q2 | – | Sell |
-6,052
| Closed | -$214K | – | 1649 |
|
|
2022
Q1 | $214K | Buy |
+6,052
| New | +$214K | ﹤0.01% | 1548 |
|