Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,000
| Closed | -$169K | – | 237 |
|
|
2022
Q4 | $169K | Hold |
11,000
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $153K | Hold |
11,000
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $118K | Hold |
11,000
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $161K | Hold |
11,000
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $156K | Hold |
11,000
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $167K | Hold |
11,000
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $157K | Buy |
+11,000
| New | +$157K | 0.01% | 240 |
|