Atria Wealth Solutions’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,492
| Closed | -$552K | – | 2000 |
|
|
2024
Q2 | $552K | Buy |
7,492
+1,493
| +25% | +$110K | 0.01% | 1186 |
|
|
2024
Q1 | $471K | Sell |
5,999
-247
| -4% | -$19.4K | 0.01% | 1292 |
|
|
2023
Q4 | $499K | Buy |
6,246
+204
| +3% | +$16.3K | 0.01% | 1203 |
|
|
2023
Q3 | $384K | Buy |
6,042
+141
| +2% | +$8.96K | 0.01% | 1263 |
|
|
2023
Q2 | $332K | Sell |
5,901
-246
| -4% | -$13.9K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $301K | Sell |
6,147
-158
| -3% | -$7.75K | ﹤0.01% | 1404 |
|
|
2022
Q4 | $279K | Sell |
6,305
-1,200
| -16% | -$53.1K | ﹤0.01% | 1399 |
|
|
2022
Q3 | $312K | Buy |
+7,505
| New | +$312K | 0.01% | 1270 |
|
|
2022
Q2 | – | Sell |
-3,886
| Closed | -$218K | – | 1804 |
|
|
2022
Q1 | $218K | Buy |
+3,886
| New | +$218K | ﹤0.01% | 1535 |
|