Valeo Financial Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-468
| Closed | -$10K | – | 551 |
|
|
2021
Q1 | $10K | Buy |
+468
| New | +$10K | ﹤0.01% | 1271 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | -$3K | – | 1475 |
|
|
2018
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 1312 |
|
|
2018
Q2 | $3K | Sell |
110
-3
| -3% | -$82 | ﹤0.01% | 1229 |
|
|
2018
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 1232 |
|
|
2017
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q3 | $3K | Buy |
+113
| New | +$3K | ﹤0.01% | 936 |
|