Carson Wealth (CWM LLC)’s Atlas Corp. ATCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-704	Closed	-$11K	–	4455
2022 Q4	$11K	Hold	704	–	–	﹤0.01%	2773
2022 Q3	$10K	Hold	704	–	–	﹤0.01%	2714
2022 Q2	$8K	Hold	704	–	–	﹤0.01%	2759
2022 Q1	$10K	Hold	704	–	–	﹤0.01%	2502
2021 Q4	$10K	Buy	+704	New	+$10K	﹤0.01%	2373
2021 Q2	$10K	Hold	704	–	–	﹤0.01%	2124
2021 Q1	$10K	Hold	704	–	–	﹤0.01%	2124
2020 Q4	$10K	Hold	704	–	–	﹤0.01%	2124
2020 Q3	$10K	Hold	704	–	–	﹤0.01%	2124
2020 Q2	$10K	Hold	704	–	–	﹤0.01%	2124
2020 Q1	$10K	Hold	704	–	–	﹤0.01%	2124
2019 Q4	$10K	Hold	704	–	–	﹤0.01%	2124
2019 Q3	$10K	Hold	704	–	–	﹤0.01%	2124
2019 Q2	$10K	Hold	704	–	–	﹤0.01%	2124
2019 Q1	$10K	Buy	704 +443	+170%	+$6.29K	﹤0.01%	2124
2018 Q4	$2K	Buy	261 +3	+1%	+$23	﹤0.01%	1806
2018 Q3	$2K	Buy	258 +4	+2%	+$31	﹤0.01%	1582
2018 Q2	$3K	Buy	254 +4	+2%	+$47	﹤0.01%	1321
2018 Q1	$2K	Buy	250 +4	+2%	+$32	﹤0.01%	1218
2017 Q4	$2K	Buy	246 +5	+2%	+$41	﹤0.01%	1306
2017 Q3	$2K	Buy	241 +4	+2%	+$33	﹤0.01%	1323
2017 Q2	$2K	Hold	237	–	–	﹤0.01%	1042
2017 Q1	$2K	Buy	237 +8	+3%	+$68	﹤0.01%	1012
2016 Q4	$2K	Buy	229 +7	+3%	+$61	﹤0.01%	1011
2016 Q3	$3K	Buy	222 +6	+3%	+$81	﹤0.01%	893
2016 Q2	$3K	Buy	216 +4	+2%	+$56	﹤0.01%	688
2016 Q1	$4K	Buy	212 +5	+2%	+$94	﹤0.01%	632
2015 Q4	$3K	Buy	207 +5	+2%	+$72	﹤0.01%	579
2015 Q3	$3K	Buy	+202	New	+$3K	﹤0.01%	558