CWM
Centric Wealth Management’s Atkore ATKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,566
| Closed | -$3.84M | – | 175 |
|
|
2024
Q2 | $3.84M | Buy |
27,566
+2,051
| +8% | +$286K | 1.11% | 27 |
|
|
2024
Q1 | $4.47M | Buy |
25,515
+1,134
| +5% | +$199K | 1.42% | 15 |
|
|
2023
Q4 | $3.54M | Buy |
24,381
+1,280
| +6% | +$186K | 1.16% | 21 |
|
|
2023
Q3 | $3.45M | Sell |
23,101
-3,998
| -15% | -$596K | 1.44% | 15 |
|
|
2023
Q2 | $4.08M | Buy |
27,099
+166
| +0.6% | +$25K | 1.63% | 10 |
|
|
2023
Q1 | $3.78M | Buy |
26,933
+363
| +1% | +$51K | 1.64% | 8 |
|
|
2022
Q4 | $3.01M | Buy |
26,570
+932
| +4% | +$106K | 1.53% | 11 |
|
|
2022
Q3 | $2M | Buy |
25,638
+4,236
| +20% | +$330K | 0.79% | 32 |
|
|
2022
Q2 | $1.78M | Buy |
21,402
+3,302
| +18% | +$274K | 0.65% | 38 |
|
|
2022
Q1 | $1.78M | Buy |
18,100
+473
| +3% | +$46.6K | 0.56% | 44 |
|
|
2021
Q4 | $1.96M | Buy |
17,627
+1,261
| +8% | +$140K | 0.64% | 38 |
|
|
2021
Q3 | $1.42M | Buy |
+16,366
| New | +$1.42M | 0.52% | 46 |
|