JFS Wealth Advisors’s Atlantic Power Corporation AT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-300
| Closed | -$1K | – | 557 |
|
|
2018
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 517 |
|
|
2018
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 513 |
|
|
2017
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2017
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 435 |
|
|
2017
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 409 |
|
|
2017
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2016
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 471 |
|
|
2016
Q2 | $1K | Sell |
300
-6,872
| -96% | -$22.9K | ﹤0.01% | 486 |
|
|
2016
Q1 | $18K | Hold |
7,172
| – | – | 0.01% | 333 |
|
|
2015
Q4 | $14K | Hold |
7,172
| – | – | ﹤0.01% | 366 |
|
|
2015
Q3 | $13K | Hold |
7,172
| – | – | 0.01% | 314 |
|
|
2015
Q2 | $22K | Hold |
7,172
| – | – | 0.01% | 267 |
|
|
2015
Q1 | $20K | Hold |
7,172
| – | – | 0.01% | 286 |
|
|
2014
Q4 | $19K | Hold |
7,172
| – | – | ﹤0.01% | 296 |
|
|
2014
Q3 | $17K | Buy |
7,172
+300
| +4% | +$711 | ﹤0.01% | 284 |
|
|
2014
Q2 | $28K | Buy |
+6,872
| New | +$28K | 0.01% | 235 |
|