WBI Investments’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,697
| Closed | -$318K | – | 181 |
|
|
2021
Q3 | $318K | Hold |
13,697
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $336K | Sell |
13,697
-6,720
| -33% | -$165K | 0.05% | 156 |
|
|
2021
Q1 | $522K | Buy |
20,417
+8,366
| +69% | +$214K | 0.08% | 151 |
|
|
2020
Q4 | $289K | Buy |
+12,051
| New | +$289K | 0.04% | 152 |
|