SHA
Smith Hayes Advisers’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,615
| Closed | -$165K | – | 309 |
|
|
2015
Q3 | $165K | Sell |
11,615
-3,593
| -24% | -$51K | 0.04% | 286 |
|
|
2015
Q2 | $459K | Sell |
15,208
-10,396
| -41% | -$314K | 0.09% | 211 |
|
|
2015
Q1 | $768K | Sell |
25,604
-3,496
| -12% | -$105K | 0.15% | 164 |
|
|
2014
Q4 | $1.01M | Buy |
29,100
+650
| +2% | +$22.6K | 0.21% | 129 |
|
|
2014
Q3 | $1.06M | Buy |
28,450
+1,000
| +4% | +$37.1K | 0.25% | 115 |
|
|
2014
Q2 | $1.24M | Hold |
27,450
| – | – | 0.29% | 109 |
|
|
2014
Q1 | $1.03M | Buy |
27,450
+50
| +0.2% | +$1.88K | 0.26% | 118 |
|
|
2013
Q4 | $976K | Buy |
27,400
+10,900
| +66% | +$388K | 0.32% | 100 |
|
|
2013
Q3 | $504K | Buy |
16,500
+2,400
| +17% | +$73.3K | 0.19% | 133 |
|
|
2013
Q2 | $371K | Buy |
+14,100
| New | +$371K | 0.15% | 155 |
|