TrinityPoint Wealth’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,735
| Closed | -$439K | – | 280 |
|
2022
Q1 | $439K | Buy |
3,735
+26
| +0.7% | +$3.06K | 0.08% | 199 |
|
2021
Q4 | $454K | Buy |
3,709
+57
| +2% | +$6.98K | 0.08% | 199 |
|
2021
Q3 | $436K | Buy |
3,652
+83
| +2% | +$9.91K | 0.08% | 197 |
|
2021
Q2 | $503K | Buy |
3,569
+90
| +3% | +$12.7K | 0.1% | 169 |
|
2021
Q1 | $493K | Sell |
3,479
-53
| -2% | -$7.51K | 0.11% | 160 |
|
2020
Q4 | $490K | Buy |
3,532
+56
| +2% | +$7.77K | 0.12% | 150 |
|
2020
Q3 | $393K | Buy |
3,476
+86
| +3% | +$9.72K | 0.11% | 161 |
|
2020
Q2 | $380K | Buy |
+3,390
| New | +$380K | 0.12% | 151 |
|