Creative Planning’s Anterix ATEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,827
| Closed | -$257K | – | 3563 |
|
|
2024
Q3 | $257K | Buy |
6,827
+236
| +4% | +$8.89K | ﹤0.01% | 2653 |
|
|
2024
Q2 | $261K | Sell |
6,591
-236
| -3% | -$9.34K | ﹤0.01% | 2467 |
|
|
2024
Q1 | $229K | Buy |
6,827
+162
| +2% | +$5.45K | ﹤0.01% | 2458 |
|
|
2023
Q4 | $222K | Buy |
+6,665
| New | +$222K | ﹤0.01% | 2328 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$9K | – | 4487 |
|
|
2016
Q4 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 3536 |
|