Pinnacle Wealth Planning Services’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,524
| Closed | -$236K | – | 405 |
|
|
2024
Q3 | $236K | Buy |
+3,524
| New | +$236K | 0.03% | 394 |
|
|
2024
Q1 | – | Sell |
-5,230
| Closed | -$238K | – | 509 |
|
|
2023
Q4 | $238K | Sell |
5,230
-8
| -0.2% | -$364 | 0.04% | 335 |
|
|
2023
Q3 | $216K | Buy |
+5,238
| New | +$216K | 0.04% | 344 |
|
|
2021
Q1 | – | Sell |
-128
| Closed | -$2K | – | 463 |
|
|
2020
Q4 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 1897 |
|