Glassman Wealth Services’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$227 | – | 341 |
|
|
2023
Q4 | $227 | Hold |
5
| – | – | ﹤0.01% | 1869 |
|
|
2023
Q3 | $206 | Hold |
5
| – | – | ﹤0.01% | 1884 |
|
|
2023
Q2 | $221 | Hold |
5
| – | – | ﹤0.01% | 1790 |
|
|
2023
Q1 | $197 | Hold |
5
| – | – | ﹤0.01% | 1805 |
|
|
2022
Q4 | $149 | Hold |
5
| – | – | ﹤0.01% | 1837 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1654 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1125 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1066 |
|
|
2017
Q2 | – | Sell |
-5,512
| Closed | -$99K | – | 540 |
|
|
2017
Q1 | $99K | Sell |
5,512
-8,718
| -61% | -$157K | 0.07% | 113 |
|
|
2016
Q4 | $227K | Buy |
+14,230
| New | +$227K | 0.16% | 69 |
|
|
2016
Q2 | – | Sell |
-14,230
| Closed | -$232K | – | 426 |
|
|
2016
Q1 | $232K | Buy |
14,230
+670
| +5% | +$10.9K | 0.21% | 51 |
|
|
2015
Q4 | $153K | Hold |
13,560
| – | – | 0.14% | 89 |
|
|
2015
Q3 | $192K | Buy |
13,560
+7,354
| +118% | +$104K | 0.17% | 73 |
|
|
2015
Q2 | $187K | Sell |
6,206
-4,892
| -44% | -$147K | 0.15% | 75 |
|
|
2015
Q1 | $333K | Buy |
11,098
+2,278
| +26% | +$68.4K | 0.27% | 33 |
|
|
2014
Q4 | $307K | Buy |
+8,820
| New | +$307K | 0.22% | 44 |
|