Wealthspire Advisors (Maryland)’s Atrion Corp ATRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.27M | Sell |
2,028
-217
| -10% | -$136K | 0.04% | 166 |
|
|
2020
Q2 | $1.43M | Sell |
2,245
-54
| -2% | -$34.4K | 0.1% | 121 |
|
|
2020
Q1 | $1.49M | Sell |
2,299
-488
| -18% | -$317K | 0.13% | 106 |
|
|
2019
Q4 | $2.09M | Buy |
2,787
+125
| +5% | +$93.9K | 0.14% | 96 |
|
|
2019
Q3 | $2.07M | Sell |
2,662
-7
| -0.3% | -$5.45K | 0.15% | 90 |
|
|
2019
Q2 | $2.28M | Hold |
2,669
| – | – | 0.17% | 88 |
|
|
2019
Q1 | $2.35M | Sell |
2,669
-55
| -2% | -$48.3K | 0.18% | 82 |
|
|
2018
Q4 | $2.02M | Hold |
2,724
| – | – | 0.18% | 79 |
|
|
2018
Q3 | $1.89M | Hold |
2,724
| – | – | 0.16% | 86 |
|
|
2018
Q2 | $1.63M | Hold |
2,724
| – | – | 0.15% | 93 |
|
|
2018
Q1 | $1.72M | Sell |
2,724
-110
| -4% | -$69.5K | 0.16% | 91 |
|
|
2017
Q4 | $1.79M | Sell |
2,834
-4
| -0.1% | -$2.52K | 0.17% | 90 |
|
|
2017
Q3 | $1.91M | Sell |
2,838
-120
| -4% | -$80.6K | 0.21% | 76 |
|
|
2017
Q2 | $1.9M | Sell |
2,958
-120
| -4% | -$77.2K | 0.23% | 75 |
|
|
2017
Q1 | $1.44M | Sell |
3,078
-435
| -12% | -$204K | 0.21% | 75 |
|
|
2016
Q4 | $1.78M | Sell |
3,513
-200
| -5% | -$101K | 0.27% | 60 |
|
|
2016
Q3 | $1.58M | Sell |
3,713
-1,814
| -33% | -$774K | 0.25% | 65 |
|
|
2016
Q2 | $2.37M | Sell |
5,527
-4,415
| -44% | -$1.89M | 0.39% | 43 |
|
|
2016
Q1 | $3.93M | Buy |
9,942
+309
| +3% | +$122K | 0.69% | 26 |
|
|
2015
Q4 | $3.67M | Buy |
+9,633
| New | +$3.67M | 0.68% | 25 |
|