Next Financial Group’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-835
| Closed | -$14K | – | 2857 |
|
|
2021
Q3 | $14K | Hold |
835
| – | – | ﹤0.01% | 1911 |
|
|
2021
Q2 | $17K | Hold |
835
| – | – | ﹤0.01% | 1800 |
|
|
2021
Q1 | $18K | Hold |
835
| – | – | ﹤0.01% | 1678 |
|
|
2020
Q4 | $14K | Hold |
835
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q3 | $7K | Buy |
+835
| New | +$7K | ﹤0.01% | 1713 |
|
|
2020
Q2 | – | Sell |
-835
| Closed | -$7K | – | 677 |
|
|
2020
Q1 | $7K | Hold |
835
| – | – | ﹤0.01% | 1611 |
|
|
2019
Q4 | $17K | Hold |
835
| – | – | ﹤0.01% | 1575 |
|
|
2019
Q3 | $17K | Hold |
835
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q2 | $21K | Buy |
+835
| New | +$21K | ﹤0.01% | 1440 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$3K | – | 2377 |
|
|
2016
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 2048 |
|
|
2016
Q2 | $1K | Buy |
150
+100
| +200% | +$667 | ﹤0.01% | 1643 |
|
|
2016
Q1 | $0 | Sell |
50
-150
| -75% | – | ﹤0.01% | 1722 |
|
|
2015
Q4 | $2K | Sell |
200
-1,150
| -85% | -$11.5K | ﹤0.01% | 1571 |
|
|
2015
Q3 | $19K | Sell |
1,350
-300
| -18% | -$4.22K | 0.01% | 961 |
|
|
2015
Q2 | $49K | Hold |
1,650
| – | – | 0.02% | 671 |
|
|
2015
Q1 | $49K | Buy |
1,650
+150
| +10% | +$4.46K | 0.02% | 661 |
|
|
2014
Q4 | $52K | Sell |
1,500
-300
| -17% | -$10.4K | 0.02% | 637 |
|
|
2014
Q3 | $67K | Hold |
1,800
| – | – | 0.01% | 812 |
|
|
2014
Q2 | $73K | Buy |
+1,800
| New | +$73K | 0.04% | 283 |
|