TCI Wealth Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-477
| Closed | -$18.8K | – | 364 |
|
|
2023
Q1 | $18.8K | Buy |
477
+204
| +75% | +$8.05K | ﹤0.01% | 743 |
|
|
2022
Q4 | $8.15K | Buy |
273
+1
| +0.4% | +$30 | ﹤0.01% | 1222 |
|
|
2022
Q3 | $7K | Buy |
272
+6
| +2% | +$154 | ﹤0.01% | 1220 |
|
|
2022
Q2 | $6K | Hold |
266
| – | – | ﹤0.01% | 1317 |
|
|
2022
Q1 | $7K | Hold |
266
| – | – | ﹤0.01% | 1293 |
|
|
2021
Q4 | $4K | Buy |
266
+59
| +29% | +$887 | ﹤0.01% | 1775 |
|
|
2021
Q3 | $3K | Buy |
207
+51
| +33% | +$739 | ﹤0.01% | 1884 |
|
|
2021
Q2 | $3K | Buy |
156
+18
| +13% | +$346 | ﹤0.01% | 1685 |
|
|
2021
Q1 | $3K | Buy |
+138
| New | +$3K | ﹤0.01% | 1467 |
|
|
2020
Q1 | – | Sell |
-277
| Closed | -$6K | – | 1455 |
|
|
2019
Q4 | $6K | Hold |
277
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $6K | Hold |
277
| – | – | ﹤0.01% | 745 |
|
|
2019
Q2 | $7K | Hold |
277
| – | – | ﹤0.01% | 683 |
|
|
2019
Q1 | $7K | Sell |
277
-111
| -29% | -$2.81K | ﹤0.01% | 690 |
|
|
2018
Q4 | $8K | Hold |
388
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $11K | Hold |
388
| – | – | ﹤0.01% | 606 |
|
|
2018
Q2 | $10K | Hold |
388
| – | – | ﹤0.01% | 634 |
|
|
2018
Q1 | $9K | Hold |
388
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $9K | Hold |
388
| – | – | ﹤0.01% | 649 |
|
|
2017
Q3 | $9K | Hold |
388
| – | – | ﹤0.01% | 611 |
|
|
2017
Q2 | $7K | Hold |
388
| – | – | ﹤0.01% | 655 |
|
|
2017
Q1 | $7K | Buy |
388
+111
| +40% | +$2K | ﹤0.01% | 638 |
|
|
2016
Q4 | $4K | Sell |
277
-144
| -34% | -$2.08K | ﹤0.01% | 803 |
|
|
2016
Q3 | $8K | Buy |
421
+144
| +52% | +$2.74K | ﹤0.01% | 623 |
|
|
2016
Q2 | $4K | Buy |
+277
| New | +$4K | ﹤0.01% | 750 |
|