MYCIO Wealth Partners’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,879
| Closed | -$680K | – | 54 |
|
|
2019
Q4 | $680K | Sell |
5,879
-158
| -3% | -$18.3K | 0.04% | 162 |
|
|
2019
Q3 | $715K | Hold |
6,037
| – | – | 0.05% | 144 |
|
|
2019
Q2 | $751K | Hold |
6,037
| – | – | 0.06% | 131 |
|
|
2019
Q1 | $642K | Hold |
6,037
| – | – | 0.05% | 136 |
|
|
2018
Q4 | $568K | Hold |
6,037
| – | – | 0.05% | 139 |
|
|
2018
Q3 | $650K | Hold |
6,037
| – | – | 0.06% | 130 |
|
|
2018
Q2 | $564K | Hold |
6,037
| – | – | 0.06% | 141 |
|
|
2018
Q1 | $542K | Hold |
6,037
| – | – | 0.06% | 126 |
|
|
2017
Q4 | $521K | Sell |
6,037
-143
| -2% | -$12.3K | 0.06% | 129 |
|
|
2017
Q3 | $533K | Hold |
6,180
| – | – | 0.06% | 128 |
|
|
2017
Q2 | $537K | Sell |
6,180
-26
| -0.4% | -$2.26K | 0.06% | 121 |
|
|
2017
Q1 | $478K | Buy |
6,206
+26
| +0.4% | +$2K | 0.06% | 136 |
|
|
2016
Q4 | $454K | Buy |
6,180
+2,780
| +82% | +$204K | 0.06% | 127 |
|
|
2016
Q3 | $263K | Hold |
3,400
| – | – | 0.04% | 144 |
|
|
2016
Q2 | $269K | Buy |
3,400
+900
| +36% | +$71.2K | 0.05% | 141 |
|
|
2016
Q1 | $196K | Buy |
+2,500
| New | +$196K | 0.03% | 157 |
|