Wealthspire Advisors (New York)’s Atrion Corp ATRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-570
| Closed | -$322K | – | 605 |
|
|
2022
Q3 | $322K | Hold |
570
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $358K | Hold |
570
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $406K | Buy |
570
+100
| +21% | +$71.2K | 0.01% | 304 |
|
|
2021
Q4 | $331K | Sell |
470
-240
| -34% | -$169K | 0.01% | 400 |
|
|
2021
Q3 | $496K | Buy |
710
+130
| +22% | +$90.8K | 0.01% | 357 |
|
|
2021
Q2 | $360K | Sell |
580
-59
| -9% | -$36.6K | 0.01% | 268 |
|
|
2021
Q1 | $410K | Sell |
639
-75
| -11% | -$48.1K | 0.01% | 448 |
|
|
2020
Q4 | $459K | Buy |
+714
| New | +$459K | 0.01% | 323 |
|
|
2020
Q2 | – | Sell |
-2,299
| Closed | -$1.49M | – | 547 |
|
|
2020
Q1 | $1.49M | Buy |
+2,299
| New | +$1.49M | 0.06% | 150 |
|