Charles Schwab’s Aterian ATER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,272
| Closed | -$13.7K | – | 3473 |
|
|
2023
Q4 | $13.7K | Hold |
3,272
| – | – | ﹤0.01% | 3507 |
|
|
2023
Q3 | $12.8K | Hold |
3,272
| – | – | ﹤0.01% | 3547 |
|
|
2023
Q2 | $18.1K | Sell |
3,272
-12,101
| -79% | -$66.8K | ﹤0.01% | 3570 |
|
|
2023
Q1 | $159K | Buy |
15,373
+3,272
| +27% | +$33.8K | ﹤0.01% | 3192 |
|
|
2022
Q4 | $112K | Sell |
12,101
-2,132
| -15% | -$19.7K | ﹤0.01% | 3246 |
|
|
2022
Q3 | $212K | Buy |
14,233
+950
| +7% | +$14.2K | ﹤0.01% | 3161 |
|
|
2022
Q2 | $345K | Buy |
13,283
+6,554
| +97% | +$170K | ﹤0.01% | 3170 |
|
|
2022
Q1 | $197K | Hold |
6,729
| – | – | ﹤0.01% | 3310 |
|
|
2021
Q4 | $332K | Buy |
6,729
+1,251
| +23% | +$61.7K | ﹤0.01% | 3264 |
|
|
2021
Q3 | $712K | Buy |
5,478
+1,429
| +35% | +$186K | ﹤0.01% | 3013 |
|
|
2021
Q2 | $711K | Buy |
+4,049
| New | +$711K | ﹤0.01% | 3049 |
|