Beese Fulmer Investment Management’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,529
| Closed | -$56K | – | 219 |
|
|
2020
Q2 | $56K | Buy |
+5,529
| New | +$56K | 0.01% | 312 |
|
|
2019
Q3 | – | Sell |
-8,689
| Closed | -$219K | – | 208 |
|
|
2019
Q2 | $219K | Hold |
8,689
| – | – | 0.04% | 160 |
|
|
2019
Q1 | $222K | Buy |
+8,689
| New | +$222K | 0.04% | 156 |
|
|
2018
Q4 | – | Sell |
-8,689
| Closed | -$257K | – | 177 |
|
|
2018
Q3 | $257K | Hold |
8,689
| – | – | 0.05% | 153 |
|
|
2018
Q2 | $218K | Hold |
8,689
| – | – | 0.05% | 175 |
|
|
2018
Q1 | $206K | Hold |
8,689
| – | – | 0.05% | 171 |
|
|
2017
Q4 | $210K | Hold |
8,689
| – | – | 0.05% | 177 |
|
|
2017
Q3 | $208K | Buy |
+8,689
| New | +$208K | 0.05% | 175 |
|
|
2016
Q4 | – | Sell |
-11,189
| Closed | -$202K | – | 178 |
|
|
2016
Q3 | $202K | Hold |
11,189
| – | – | 0.05% | 158 |
|
|
2016
Q2 | $143K | Hold |
11,189
| – | – | 0.04% | 151 |
|
|
2016
Q1 | $169K | Hold |
11,189
| – | – | 0.05% | 148 |
|
|
2015
Q4 | $126K | Hold |
11,189
| – | – | 0.04% | 145 |
|
|
2015
Q3 | $159K | Sell |
11,189
-1,044
| -9% | -$14.8K | 0.05% | 139 |
|
|
2015
Q2 | $369K | Sell |
12,233
-2,167
| -15% | -$65.4K | 0.12% | 112 |
|
|
2015
Q1 | $432K | Hold |
14,400
| – | – | 0.14% | 96 |
|
|
2014
Q4 | $501K | Hold |
14,400
| – | – | 0.16% | 99 |
|
|
2014
Q3 | $534K | Hold |
14,400
| – | – | 0.17% | 99 |
|
|
2014
Q2 | $649K | Hold |
14,400
| – | – | 0.21% | 94 |
|
|
2014
Q1 | $543K | Sell |
14,400
-1,000
| -6% | -$37.7K | 0.19% | 98 |
|
|
2013
Q4 | $549K | Hold |
15,400
| – | – | 0.2% | 97 |
|
|
2013
Q3 | $470K | Sell |
15,400
-1,000
| -6% | -$30.5K | 0.18% | 99 |
|
|
2013
Q2 | $431K | Buy |
+16,400
| New | +$431K | 0.18% | 99 |
|