Focused Wealth Management’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$100K | – | 623 |
|
|
2018
Q2 | $100K | Hold |
4,000
| – | – | 0.03% | 221 |
|
|
2018
Q1 | $95K | Buy |
+4,000
| New | +$95K | 0.03% | 240 |
|
|
2017
Q4 | – | Sell |
-3,400
| Closed | -$81K | – | 664 |
|
|
2017
Q3 | $81K | Hold |
3,400
| – | – | 0.03% | 176 |
|
|
2017
Q2 | $58K | Buy |
+3,400
| New | +$58K | 0.02% | 265 |
|
|
2017
Q1 | – | Sell |
-1,300
| Closed | -$21K | – | 672 |
|
|
2016
Q4 | $21K | Buy |
+1,300
| New | +$21K | 0.01% | 364 |
|