Robertson Stephens Wealth Management’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-56,362
| Closed | -$827K | – | 419 |
|
|
2022
Q1 | $827K | Sell |
56,362
-48,307
| -46% | -$709K | 0.07% | 200 |
|
|
2021
Q4 | $1.48M | Buy |
104,669
+5,688
| +6% | +$80.6K | 0.12% | 140 |
|
|
2021
Q3 | $1.5M | Buy |
98,981
+17,174
| +21% | +$261K | 0.17% | 84 |
|
|
2021
Q2 | $1.17M | Buy |
81,807
+21,186
| +35% | +$302K | 0.14% | 108 |
|
|
2021
Q1 | $827K | Buy |
60,621
+20,298
| +50% | +$277K | 0.13% | 122 |
|
|
2020
Q4 | $437K | Buy |
+40,323
| New | +$437K | 0.09% | 150 |
|