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