EverSource Wealth Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
|
|||||
|
2025
Q1 | $80.2K | Sell |
|
|||||
|
2024
Q4 | $95.2K | Buy |
|
|||||
|
2024
Q3 | $96.4K | Buy |
|
|||||
|
2024
Q2 | $97.4K | Buy |
|
|||||
|
2024
Q1 | $80.8K | Buy |
|
|||||
|
2023
Q4 | $15.6K | Sell |
|
|||||
|
2023
Q3 | $15.4K | Hold |
|
|||||
|
2023
Q2 | $16.5K | Hold |
|
|||||
|
2023
Q1 | $14.8K | Hold |
|
|||||
|
2022
Q4 | $11.2K | Sell |
|
|||||
|
2022
Q3 | $12K | Buy |
|
|||||
|
2022
Q2 | $7K | Buy |
|
|||||
|
2022
Q1 | $5K | Hold |
|
|||||
|
2021
Q4 | $3K | Buy |
|