Charles Schwab’s Atlas Technical Consultants, Inc. Class A Common Stock ATCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56,207
| Closed | -$685K | – | 3749 |
|
|
2023
Q1 | $685K | Sell |
56,207
-2,664
| -5% | -$32.5K | ﹤0.01% | 2849 |
|
|
2022
Q4 | $303K | Buy |
58,871
+2,042
| +4% | +$10.5K | ﹤0.01% | 3109 |
|
|
2022
Q3 | $378K | Buy |
56,829
+8,062
| +17% | +$53.6K | ﹤0.01% | 3075 |
|
|
2022
Q2 | $257K | Buy |
48,767
+5,978
| +14% | +$31.5K | ﹤0.01% | 3209 |
|
|
2022
Q1 | $516K | Buy |
42,789
+1,488
| +4% | +$17.9K | ﹤0.01% | 3093 |
|
|
2021
Q4 | $348K | Buy |
41,301
+3,167
| +8% | +$26.7K | ﹤0.01% | 3257 |
|
|
2021
Q3 | $388K | Buy |
38,134
+4,950
| +15% | +$50.4K | ﹤0.01% | 3211 |
|
|
2021
Q2 | $322K | Buy |
+33,184
| New | +$322K | ﹤0.01% | 3231 |
|