United Capital Financial Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28,397
| Closed | -$726K | – | 1442 |
|
|
2019
Q1 | $726K | Buy |
+28,397
| New | +$726K | 0.01% | 861 |
|
|
2015
Q3 | – | Sell |
-137,417
| Closed | -$4.15M | – | 1243 |
|
|
2015
Q2 | $4.15M | Buy |
137,417
+1,280
| +0.9% | +$38.7K | 0.05% | 386 |
|
|
2015
Q1 | $4.63M | Buy |
136,137
+15,076
| +12% | +$512K | 0.06% | 351 |
|
|
2014
Q4 | $4.21M | Sell |
121,061
-1,438
| -1% | -$50K | 0.06% | 282 |
|
|
2014
Q3 | $4.55M | Buy |
122,499
+6,737
| +6% | +$250K | 0.08% | 274 |
|
|
2014
Q2 | $5.22M | Buy |
115,762
+617
| +0.5% | +$27.8K | 0.1% | 233 |
|
|
2014
Q1 | $4.34M | Buy |
115,145
+2,378
| +2% | +$89.6K | 0.09% | 225 |
|
|
2013
Q4 | $4.02M | Sell |
112,767
-24,221
| -18% | -$863K | 0.14% | 160 |
|
|
2013
Q3 | $4.18M | Buy |
136,988
+4,458
| +3% | +$136K | 0.13% | 166 |
|
|
2013
Q2 | $3.49M | Buy |
+132,530
| New | +$3.49M | 0.09% | 236 |
|