Geneos Wealth Management’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,869
| Closed | -$202K | – | 2709 |
|
|
2022
Q2 | $202K | Hold |
18,869
| – | – | 0.01% | 742 |
|
|
2022
Q1 | $276K | Hold |
18,869
| – | – | 0.01% | 694 |
|
|
2021
Q4 | $267K | Hold |
18,869
| – | – | 0.01% | 764 |
|
|
2021
Q3 | $287K | Hold |
18,869
| – | – | 0.01% | 731 |
|
|
2021
Q2 | $269K | Hold |
18,869
| – | – | 0.01% | 729 |
|
|
2021
Q1 | $260K | Hold |
18,869
| – | – | 0.01% | 858 |
|
|
2020
Q4 | $269K | Hold |
18,869
| – | – | 0.01% | 726 |
|
|
2020
Q3 | $164K | Hold |
18,869
| – | – | 0.01% | 755 |
|
|
2020
Q2 | $136K | Buy |
18,869
+2,240
| +13% | +$16.1K | 0.01% | 787 |
|
|
2020
Q1 | $141K | Buy |
+16,629
| New | +$141K | 0.01% | 732 |
|