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Herold Advisors’s AptarGroup ATR Stock Holding History

Herold Advisors’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,500
Closed -$433K – 267
2023
Q4 		$433K Sell
3,500
-3,500
-50% -$433K 0.12% 173
2023
Q3 		$875K Buy
+7,000
New +$875K 0.27% 111