Concord Wealth Partners’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$1.66K | – | 960 |
|
|
2024
Q2 | $1.66K | Buy |
+30
| New | +$1.66K | ﹤0.01% | 678 |
|
|
2022
Q2 | – | Sell |
-187
| Closed | -$5K | – | 1231 |
|
|
2022
Q1 | $5K | Sell |
187
-48
| -20% | -$1.28K | ﹤0.01% | 897 |
|
|
2021
Q4 | $4K | Buy |
235
+118
| +101% | +$2.01K | ﹤0.01% | 974 |
|
|
2021
Q3 | $2K | Buy |
117
+56
| +92% | +$957 | ﹤0.01% | 731 |
|
|
2021
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 943 |
|
|
2021
Q1 | $1K | Buy |
61
+4
| +7% | +$66 | ﹤0.01% | 880 |
|
|
2020
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 599 |
|