IAS
IMA Advisory Services’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-630
| Closed | -$16K | – | 353 |
|
|
2018
Q2 | $16K | Buy |
+630
| New | +$16K | 0.01% | 231 |
|
|
2018
Q1 | – | Sell |
-78,837
| Closed | -$1.9M | – | 112 |
|
|
2017
Q4 | $1.9M | Buy |
78,837
+7,447
| +10% | +$180K | 0.85% | 44 |
|
|
2017
Q3 | $1.71M | Sell |
71,390
-5,615
| -7% | -$134K | 0.79% | 48 |
|
|
2017
Q2 | $1.31M | Sell |
77,005
-2,345
| -3% | -$39.9K | 0.63% | 56 |
|
|
2017
Q1 | $1.43M | Sell |
79,350
-8,754
| -10% | -$157K | 0.72% | 50 |
|
|
2016
Q4 | $1.4M | Buy |
+88,104
| New | +$1.4M | 0.86% | 42 |
|