One Wealth Advisors’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-640
| Closed | -$70.4K | – | 223 |
|
|
2022
Q4 | $70.4K | Buy |
+640
| New | +$70.4K | 0.02% | 348 |
|
|
2019
Q3 | – | Sell |
-1,936
| Closed | -$241K | – | 113 |
|
|
2019
Q2 | $241K | Buy |
1,936
+250
| +15% | +$31.1K | 0.2% | 93 |
|
|
2019
Q1 | $179K | Buy |
+1,686
| New | +$179K | 0.15% | 126 |
|
|
2018
Q4 | – | Sell |
-1,977
| Closed | -$213K | – | 131 |
|
|
2018
Q3 | $213K | Sell |
1,977
-38
| -2% | -$4.09K | 0.16% | 116 |
|
|
2018
Q2 | $188K | Buy |
2,015
+42
| +2% | +$3.92K | 0.15% | 137 |
|
|
2018
Q1 | $177K | Sell |
1,973
-113
| -5% | -$10.1K | 0.16% | 130 |
|
|
2017
Q4 | $180K | Buy |
+2,086
| New | +$180K | 0.15% | 127 |
|