Waldron Private Wealth’s Atrion Corp ATRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-272
| Closed | -$211K | – | 283 |
|
|
2019
Q3 | $211K | Sell |
272
-154
| -36% | -$119K | 0.02% | 235 |
|
|
2019
Q2 | $363K | Hold |
426
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $374K | Buy |
426
+80
| +23% | +$70.2K | 0.04% | 167 |
|
|
2018
Q4 | $256K | Hold |
346
| – | – | 0.04% | 176 |
|
|
2018
Q3 | $240K | Buy |
+346
| New | +$240K | 0.05% | 163 |
|