Geneos Wealth Management’s Atlas Technical Consultants, Inc. Class A Common Stock ATCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,000
| Closed | -$5.15K | – | 2126 |
|
2022
Q4 | $5.15K | Buy |
+1,000
| New | +$5.15K | ﹤0.01% | 1695 |
|
2022
Q1 | – | Sell |
-500
| Closed | -$4K | – | 3046 |
|
2021
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 2500 |
|
2021
Q3 | $5K | Sell |
500
-500
| -50% | -$5K | ﹤0.01% | 2483 |
|
2021
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 2255 |
|
2021
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2364 |
|
2020
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 2280 |
|
2020
Q3 | $8K | Sell |
1,000
-600
| -38% | -$4.8K | ﹤0.01% | 2049 |
|
2020
Q2 | $11K | Buy |
1,600
+1,128
| +239% | +$7.76K | ﹤0.01% | 1903 |
|
2020
Q1 | $4K | Buy |
+472
| New | +$4K | ﹤0.01% | 2139 |
|