J.P. Morgan Private Wealth Advisors’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-66,012
| Closed | -$1M | – | 2056 |
|
|
2021
Q3 | $1M | Buy |
66,012
+767
| +1% | +$11.7K | ﹤0.01% | 1211 |
|
|
2021
Q2 | $930K | Buy |
65,245
+30,000
| +85% | +$428K | ﹤0.01% | 1234 |
|
|
2021
Q1 | $481K | Sell |
35,245
-30,000
| -46% | -$409K | ﹤0.01% | 1327 |
|
|
2020
Q4 | $707K | Buy |
65,245
+34,500
| +112% | +$374K | ﹤0.01% | 1141 |
|
|
2020
Q3 | $275K | Buy |
30,745
+8,023
| +35% | +$71.8K | ﹤0.01% | 1397 |
|
|
2020
Q2 | $173K | Hold |
22,722
| – | – | ﹤0.01% | 1473 |
|
|
2020
Q1 | $175K | Buy |
22,722
+7,182
| +46% | +$55.3K | ﹤0.01% | 1312 |
|
|
2019
Q4 | $221K | Buy |
+15,540
| New | +$221K | ﹤0.01% | 1357 |
|