EP Wealth Advisors’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,536
| Closed | -$113K | – | 669 |
|
|
2022
Q2 | $113K | Sell |
10,536
-1,591
| -13% | -$17.1K | ﹤0.01% | 630 |
|
|
2022
Q1 | $178K | Buy |
12,127
+850
| +8% | +$12.5K | ﹤0.01% | 584 |
|
|
2021
Q4 | $160K | Buy |
+11,277
| New | +$160K | ﹤0.01% | 532 |
|
|
2021
Q3 | – | Sell |
-11,394
| Closed | -$162K | – | 569 |
|
|
2021
Q2 | $162K | Buy |
11,394
+861
| +8% | +$12.2K | ﹤0.01% | 526 |
|
|
2021
Q1 | $144K | Sell |
10,533
-322
| -3% | -$4.4K | ﹤0.01% | 483 |
|
|
2020
Q4 | $118K | Buy |
+10,855
| New | +$118K | ﹤0.01% | 448 |
|
|
2020
Q3 | – | Sell |
-13,451
| Closed | -$102K | – | 390 |
|
|
2020
Q2 | $102K | Buy |
+13,451
| New | +$102K | ﹤0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-11,926
| Closed | -$169K | – | 443 |
|
|
2019
Q4 | $169K | Buy |
+11,926
| New | +$169K | 0.01% | 404 |
|