Howe & Rusling’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-264
| Closed | -$5K | – | 1022 |
|
2016
Q3 | $5K | Sell |
264
-262
| -50% | -$4.96K | ﹤0.01% | 655 |
|
2016
Q2 | $7K | Sell |
526
-59
| -10% | -$785 | ﹤0.01% | 545 |
|
2016
Q1 | $10K | Hold |
585
| – | – | ﹤0.01% | 525 |
|
2015
Q4 | $7K | Sell |
585
-38
| -6% | -$455 | ﹤0.01% | 563 |
|
2015
Q3 | $9K | Buy |
623
+109
| +21% | +$1.58K | ﹤0.01% | 514 |
|
2015
Q2 | $16K | Buy |
514
+38
| +8% | +$1.18K | ﹤0.01% | 443 |
|
2015
Q1 | $14K | Sell |
476
-3
| -0.6% | -$88 | ﹤0.01% | 441 |
|
2014
Q4 | $17K | Buy |
479
+17
| +4% | +$603 | ﹤0.01% | 419 |
|
2014
Q3 | $17K | Buy |
+462
| New | +$17K | ﹤0.01% | 408 |
|
2014
Q2 | – | Sell |
-306
| Closed | -$12K | – | 829 |
|
2014
Q1 | $12K | Buy |
306
+162
| +113% | +$6.35K | ﹤0.01% | 538 |
|
2013
Q4 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 595 |
|