EverSource Wealth Advisors’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
2,970
+1,429
| +93% | +$123K | 0.01% | 750 |
|
|
2025
Q1 | $80.2K | Sell |
1,541
-188
| -11% | -$9.78K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $95.2K | Buy |
1,729
+288
| +20% | +$15.9K | 0.01% | 921 |
|
|
2024
Q3 | $96.4K | Buy |
1,441
+3
| +0.2% | +$201 | 0.01% | 798 |
|
|
2024
Q2 | $97.4K | Buy |
1,438
+85
| +6% | +$5.76K | 0.01% | 811 |
|
|
2024
Q1 | $80.8K | Buy |
1,353
+1,010
| +294% | +$60.3K | 0.01% | 794 |
|
|
2023
Q4 | $15.6K | Sell |
343
-31
| -8% | -$1.41K | ﹤0.01% | 1359 |
|
|
2023
Q3 | $15.4K | Hold |
374
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q2 | $16.5K | Hold |
374
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q1 | $14.8K | Hold |
374
| – | – | ﹤0.01% | 1203 |
|
|
2022
Q4 | $11.2K | Sell |
374
-73
| -16% | -$2.18K | ﹤0.01% | 1291 |
|
|
2022
Q3 | $12K | Buy |
447
+115
| +35% | +$3.09K | ﹤0.01% | 1064 |
|
|
2022
Q2 | $7K | Buy |
332
+149
| +81% | +$3.14K | ﹤0.01% | 1139 |
|
|
2022
Q1 | $5K | Hold |
183
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q4 | $3K | Buy |
+183
| New | +$3K | ﹤0.01% | 1392 |
|