Valeo Financial Advisors’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,000
| Closed | -$85K | – | 1744 |
|
|
2019
Q3 | $85K | Hold |
8,000
| – | – | 0.01% | 472 |
|
|
2019
Q2 | $78K | Hold |
8,000
| – | – | 0.01% | 481 |
|
|
2019
Q1 | $70K | Buy |
8,000
+1,000
| +14% | +$8.75K | 0.01% | 486 |
|
|
2018
Q4 | $55K | Sell |
7,000
-9,100
| -57% | -$71.5K | 0.01% | 501 |
|
|
2018
Q3 | $144K | Sell |
16,100
-19,200
| -54% | -$172K | 0.02% | 330 |
|
|
2018
Q2 | $301K | Sell |
35,300
-38,700
| -52% | -$330K | 0.04% | 225 |
|
|
2018
Q1 | $494K | Hold |
74,000
| – | – | 0.08% | 151 |
|
|
2017
Q4 | $500K | Hold |
74,000
| – | – | 0.08% | 150 |
|
|
2017
Q3 | $525K | Buy |
+74,000
| New | +$525K | 0.12% | 120 |
|