Wealthspire Advisors (Maryland)’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-105
| Closed | -$3K | – | 579 |
|
|
2019
Q1 | $3K | Buy |
105
+72
| +218% | +$2.06K | ﹤0.01% | 1971 |
|
|
2018
Q4 | $1K | Sell |
33
-28
| -46% | -$848 | ﹤0.01% | 2218 |
|
|
2018
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 2125 |
|
|
2018
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 2118 |
|
|
2018
Q1 | $1K | Sell |
61
-40
| -40% | -$656 | ﹤0.01% | 2296 |
|
|
2017
Q4 | $2K | Buy |
101
+12
| +13% | +$238 | ﹤0.01% | 2085 |
|
|
2017
Q3 | $2K | Sell |
89
-4
| -4% | -$90 | ﹤0.01% | 1956 |
|
|
2017
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 1961 |
|
|
2017
Q1 | $2K | Buy |
93
+67
| +258% | +$1.44K | ﹤0.01% | 1672 |
|
|
2016
Q4 | $0 | Hold |
26
| – | – | ﹤0.01% | 1749 |
|
|
2016
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 1731 |
|
|
2016
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 1691 |
|
|
2016
Q1 | $0 | Sell |
26
-51
| -66% | – | ﹤0.01% | 1745 |
|
|
2015
Q4 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 1593 |
|