Lido Advisors’s Aterian ATER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33,333
| Closed | -$1.64M | – | 878 |
|
|
2021
Q4 | $1.64M | Buy |
33,333
+14,916
| +81% | +$736K | 0.02% | 285 |
|
|
2021
Q3 | $2.39M | Buy |
18,417
+2,334
| +15% | +$303K | 0.03% | 220 |
|
|
2021
Q2 | $2.82M | Buy |
16,083
+1,833
| +13% | +$322K | 0.04% | 185 |
|
|
2021
Q1 | $5.05M | Buy |
14,250
+8,417
| +144% | +$2.98M | 0.09% | 118 |
|
|
2020
Q4 | $1.2M | Sell |
5,833
-2,917
| -33% | -$602K | 0.03% | 256 |
|
|
2020
Q3 | $866K | Buy |
8,750
+115
| +1% | +$11.4K | 0.02% | 256 |
|
|
2020
Q2 | $569K | Hold |
8,635
| – | – | 0.02% | 293 |
|
|
2020
Q1 | $175K | Buy |
8,635
+4,289
| +99% | +$86.9K | 0.01% | 465 |
|
|
2019
Q4 | $307K | Buy |
+4,346
| New | +$307K | 0.01% | 439 |
|