Geneos Wealth Management’s Atlantic Power Corporation AT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,300
| Closed | -$11K | – | 2489 |
|
2018
Q4 | $11K | Hold |
5,300
| – | – | ﹤0.01% | 1767 |
|
2018
Q3 | $11K | Buy |
+5,300
| New | +$11K | ﹤0.01% | 1830 |
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$4K | – | 2235 |
|
2017
Q3 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 1865 |
|
2017
Q2 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 1822 |
|
2017
Q1 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 1708 |
|
2016
Q4 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 1669 |
|
2016
Q3 | $4K | Sell |
2,000
-1,400
| -41% | -$2.8K | ﹤0.01% | 1664 |
|
2016
Q2 | $8K | Hold |
3,400
| – | – | ﹤0.01% | 1413 |
|
2016
Q1 | $8K | Buy |
+3,400
| New | +$8K | ﹤0.01% | 1401 |
|