Bingham Osborn & Scarborough’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-10,973
| Closed | -$331K | – | 112 |
|
2015
Q2 | $331K | Sell |
10,973
-3,500
| -24% | -$106K | 0.04% | 83 |
|
2015
Q1 | $434K | Sell |
14,473
-8,602
| -37% | -$258K | 0.05% | 73 |
|
2014
Q4 | $802K | Hold |
23,075
| – | – | 0.1% | 52 |
|
2014
Q3 | $856K | Hold |
23,075
| – | – | 0.11% | 45 |
|
2014
Q2 | $1.04M | Hold |
23,075
| – | – | 0.14% | 34 |
|
2014
Q1 | $869K | Buy |
23,075
+7,700
| +50% | +$290K | 0.12% | 36 |
|
2013
Q4 | $548K | Buy |
+15,375
| New | +$548K | 0.08% | 53 |
|