River Wealth Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-129,979
| Closed | -$2.07M | – | 154 |
|
2016
Q4 | $2.07M | Sell |
129,979
-2,210
| -2% | -$35.2K | 1.05% | 29 |
|
2016
Q3 | $2.39M | Buy |
132,189
+3,674
| +3% | +$66.4K | 1.32% | 21 |
|
2016
Q2 | $1.64M | Buy |
128,515
+4,800
| +4% | +$61.2K | 0.94% | 38 |
|
2016
Q1 | $2.02M | Buy |
123,715
+6,851
| +6% | +$112K | 1.21% | 25 |
|
2015
Q4 | $1.32M | Buy |
+116,864
| New | +$1.32M | 0.83% | 42 |
|