SWA
SFMG Wealth Advisors’s Atkore ATKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,769
| Closed | -$239K | – | 275 |
|
|
2024
Q2 | $239K | Hold |
1,769
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $337K | Sell |
1,769
-89
| -5% | -$16.9K | 0.03% | 187 |
|
|
2023
Q4 | $297K | Buy |
1,858
+1
| +0.1% | +$160 | 0.03% | 195 |
|
|
2023
Q3 | $277K | Hold |
1,857
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $290K | Buy |
1,857
+40
| +2% | +$6.24K | 0.03% | 182 |
|
|
2023
Q1 | $255K | Hold |
1,817
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $206K | Buy |
+1,817
| New | +$206K | 0.02% | 227 |
|