Insight Wealth Strategies’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,977
| Closed | -$2.67M | – | 154 |
|
|
2024
Q3 | $2.67M | Sell |
39,977
-5,437
| -12% | -$364K | 0.35% | 73 |
|
|
2024
Q2 | $2.52M | Sell |
45,414
-1,489
| -3% | -$82.6K | 0.36% | 63 |
|
|
2024
Q1 | $2.4M | Sell |
46,903
-2
| -0% | -$102 | 0.35% | 59 |
|
|
2023
Q4 | $2.13M | Buy |
46,905
+9,569
| +26% | +$435K | 0.34% | 57 |
|
|
2023
Q3 | $1.54M | Buy |
37,336
+928
| +3% | +$38.2K | 0.3% | 72 |
|
|
2023
Q2 | $1.61M | Sell |
36,408
-277
| -0.8% | -$12.3K | 0.31% | 60 |
|
|
2023
Q1 | $1.45M | Sell |
36,685
-620
| -2% | -$24.5K | 0.28% | 68 |
|
|
2022
Q4 | $1.11M | Buy |
+37,305
| New | +$1.11M | 0.22% | 85 |
|