Geneos Wealth Management’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-192
| Closed | -$4K | – | 2034 |
|
|
2022
Q2 | $4K | Hold |
192
| – | – | ﹤0.01% | 2235 |
|
|
2022
Q1 | $5K | Hold |
192
| – | – | ﹤0.01% | 2311 |
|
|
2021
Q4 | $3K | Hold |
192
| – | – | ﹤0.01% | 2508 |
|
|
2021
Q3 | $3K | Hold |
192
| – | – | ﹤0.01% | 2554 |
|
|
2021
Q2 | $4K | Hold |
192
| – | – | ﹤0.01% | 2489 |
|
|
2021
Q1 | $4K | Hold |
192
| – | – | ﹤0.01% | 2694 |
|
|
2020
Q4 | $4K | Sell |
192
-250
| -57% | -$5.21K | ﹤0.01% | 2518 |
|
|
2020
Q3 | $4K | Hold |
442
| – | – | ﹤0.01% | 2226 |
|
|
2020
Q2 | $4K | Hold |
442
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q1 | $3K | Hold |
442
| – | – | ﹤0.01% | 2153 |
|
|
2019
Q4 | $9K | Hold |
442
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q3 | $9K | Hold |
442
| – | – | ﹤0.01% | 1914 |
|
|
2019
Q2 | $11K | Sell |
442
-124
| -22% | -$3.09K | ﹤0.01% | 1863 |
|
|
2019
Q1 | $14K | Sell |
566
-13,720
| -96% | -$339K | ﹤0.01% | 1712 |
|
|
2018
Q4 | $313K | Hold |
14,286
| – | – | 0.02% | 475 |
|
|
2018
Q3 | $422K | Hold |
14,286
| – | – | 0.03% | 423 |
|
|
2018
Q2 | $358K | Hold |
14,286
| – | – | 0.03% | 393 |
|
|
2018
Q1 | $338K | Buy |
14,286
+13,994
| +4,792% | +$331K | 0.03% | 391 |
|
|
2017
Q4 | $7K | Hold |
292
| – | – | ﹤0.01% | 1724 |
|
|
2017
Q3 | $6K | Hold |
292
| – | – | ﹤0.01% | 1701 |
|
|
2017
Q2 | $4K | Sell |
292
-105
| -26% | -$1.44K | ﹤0.01% | 1766 |
|
|
2017
Q1 | $7K | Hold |
397
| – | – | ﹤0.01% | 1589 |
|
|
2016
Q4 | $6K | Hold |
397
| – | – | ﹤0.01% | 1557 |
|
|
2016
Q3 | $7K | Buy |
397
+105
| +36% | +$1.85K | ﹤0.01% | 1465 |
|
|
2016
Q2 | $3K | Hold |
292
| – | – | ﹤0.01% | 1602 |
|
|
2016
Q1 | $4K | Buy |
+292
| New | +$4K | ﹤0.01% | 1525 |
|