Financial Architects (New Jersey)’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $563K | Hold |
12,725
| – | – | 0.09% | 196 |
|
|
2023
Q1 | $502K | Hold |
12,725
| – | – | 0.08% | 204 |
|
|
2022
Q4 | $380K | Hold |
12,725
| – | – | 0.06% | 240 |
|
|
2022
Q3 | $339K | Hold |
12,725
| – | – | 0.06% | 237 |
|
|
2022
Q2 | $289K | Hold |
12,725
| – | – | 0.37% | 43 |
|
|
2022
Q1 | $342K | Buy |
+12,725
| New | +$342K | 0.05% | 247 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$22K | – | 1292 |
|
|
2018
Q4 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 693 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$13K | – | 1272 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 918 |
|
|
2018
Q1 | $12K | Sell |
500
-6,000
| -92% | -$144K | ﹤0.01% | 889 |
|
|
2017
Q4 | $157K | Sell |
6,500
-800
| -11% | -$19.3K | 0.03% | 335 |
|
|
2017
Q3 | $174K | Buy |
7,300
+300
| +4% | +$7.15K | 0.03% | 331 |
|
|
2017
Q2 | $119K | Buy |
7,000
+4,500
| +180% | +$76.5K | 0.02% | 400 |
|
|
2017
Q1 | $45K | Hold |
2,500
| – | – | 0.01% | 618 |
|
|
2016
Q4 | $40K | Hold |
2,500
| – | – | 0.01% | 618 |
|
|
2016
Q3 | $45K | Hold |
2,500
| – | – | 0.01% | 593 |
|
|
2016
Q2 | $32K | Buy |
+2,500
| New | +$32K | 0.01% | 646 |
|