Wealthspire Advisors (Maryland)’s Atlantic Power Corporation AT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$3K | – | 2405 |
|
|
2019
Q1 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 2089 |
|
|
2018
Q2 | – | Sell |
-2,418
| Closed | -$5K | – | 2662 |
|
|
2018
Q1 | $5K | Hold |
2,418
| – | – | ﹤0.01% | 1855 |
|
|
2017
Q4 | $6K | Buy |
2,418
+554
| +30% | +$1.38K | ﹤0.01% | 1806 |
|
|
2017
Q3 | $5K | Hold |
1,864
| – | – | ﹤0.01% | 1817 |
|
|
2017
Q2 | $4K | Hold |
1,864
| – | – | ﹤0.01% | 1864 |
|
|
2017
Q1 | $5K | Buy |
+1,864
| New | +$5K | ﹤0.01% | 1541 |
|
|
2016
Q2 | – | Sell |
-610
| Closed | -$2K | – | 1860 |
|
|
2016
Q1 | $2K | Buy |
+610
| New | +$2K | ﹤0.01% | 1574 |
|