Phoenix Financial’s Aterian ATER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,500
| Closed | -$11.8K | – | 412 |
|
2023
Q4 | $11.8K | Hold |
2,500
| – | – | ﹤0.01% | 325 |
|
2023
Q3 | $9.81K | Hold |
2,500
| – | – | ﹤0.01% | 289 |
|
2023
Q2 | $13.8K | Hold |
2,500
| – | – | ﹤0.01% | 294 |
|
2023
Q1 | $25.8K | Hold |
2,500
| – | – | ﹤0.01% | 276 |
|
2022
Q4 | $23.1K | Sell |
2,500
-6,667
| -73% | -$61.6K | ﹤0.01% | 272 |
|
2022
Q3 | $217K | Hold |
9,167
| – | – | ﹤0.01% | 294 |
|
2022
Q2 | $238K | Hold |
9,167
| – | – | ﹤0.01% | 328 |
|
2022
Q1 | $267K | Hold |
9,167
| – | – | ﹤0.01% | 339 |
|
2021
Q4 | $330K | Hold |
9,167
| – | – | 0.01% | 312 |
|
2021
Q3 | $1.19M | Buy |
9,167
+7,109
| +345% | +$924K | 0.02% | 253 |
|
2021
Q2 | $370K | Buy |
+2,058
| New | +$370K | 0.01% | 272 |
|
2021
Q1 | – | Sell |
-21,303
| Closed | -$4.43M | – | 400 |
|
2020
Q4 | $4.43M | Hold |
21,303
| – | – | 0.12% | 144 |
|
2020
Q3 | $2.04M | Buy |
+21,303
| New | +$2.04M | 0.09% | 151 |
|