Plante Moran Financial Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-56
| Closed | -$1K | – | 771 |
|
2018
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 771 |
|
2015
Q3 | – | Sell |
-187
| Closed | -$6K | – | 703 |
|
2015
Q2 | $6K | Hold |
187
| – | – | ﹤0.01% | 588 |
|
2015
Q1 | $6K | Hold |
187
| – | – | ﹤0.01% | 579 |
|
2014
Q4 | $7K | Hold |
187
| – | – | 0.01% | 598 |
|
2014
Q3 | $7K | Hold |
187
| – | – | 0.01% | 607 |
|
2014
Q2 | $8K | Buy |
+187
| New | +$8K | 0.01% | 577 |
|
2014
Q1 | – | Sell |
-108
| Closed | -$4K | – | 619 |
|
2013
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 553 |
|