DWM
ATA
Dakota Wealth Management’s Americas Technology Acquisition Corp. ATA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,700
| Closed | -$236K | – | 658 |
|
|
2022
Q3 | $236K | Hold |
22,700
| – | – | 0.02% | 462 |
|
|
2022
Q2 | $234K | Hold |
22,700
| – | – | 0.02% | 415 |
|
|
2022
Q1 | $233K | Hold |
22,700
| – | – | 0.02% | 386 |
|
|
2021
Q4 | $230K | Buy |
+22,700
| New | +$230K | 0.02% | 336 |
|