SDWMA
Schneider Downs Wealth Management Advisors’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,101
| Closed | -$177K | – | 151 |
|
|
2021
Q4 | $177K | Hold |
11,101
| – | – | 0.04% | 152 |
|
|
2021
Q3 | $185K | Sell |
11,101
-4,000
| -26% | -$66.7K | 0.05% | 146 |
|
|
2021
Q2 | $315K | Hold |
15,101
| – | – | 0.08% | 98 |
|
|
2021
Q1 | $318K | Sell |
15,101
-137
| -0.9% | -$2.89K | 0.08% | 92 |
|
|
2020
Q4 | $256K | Buy |
15,238
+137
| +0.9% | +$2.3K | 0.07% | 77 |
|
|
2020
Q3 | $132K | Hold |
15,101
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $154K | Hold |
15,101
| – | – | 0.05% | 93 |
|
|
2020
Q1 | $128K | Hold |
15,101
| – | – | 0.05% | 90 |
|
|
2019
Q4 | $312K | Hold |
15,101
| – | – | 0.09% | 49 |
|
|
2019
Q3 | $306K | Sell |
15,101
-28,000
| -65% | -$567K | 0.1% | 46 |
|
|
2019
Q2 | $1.09M | Buy |
+43,101
| New | +$1.09M | 0.38% | 26 |
|