West Financial Advisors’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Hold |
804
| – | – | ﹤0.01% | 140 |
|
|
2025
Q1 | $14.1K | Hold |
804
| – | – | ﹤0.01% | 140 |
|
|
2024
Q4 | $13.2K | Hold |
804
| – | – | ﹤0.01% | 142 |
|
|
2024
Q3 | $14.7K | Hold |
804
| – | – | ﹤0.01% | 138 |
|
|
2024
Q2 | $16.5K | Hold |
804
| – | – | ﹤0.01% | 111 |
|
|
2024
Q1 | $16.2K | Hold |
804
| – | – | ﹤0.01% | 111 |
|
|
2023
Q4 | $17.2K | Hold |
804
| – | – | ﹤0.01% | 110 |
|
|
2023
Q3 | $13.3K | Hold |
804
| – | – | ﹤0.01% | 123 |
|
|
2023
Q2 | $14.5K | Hold |
804
| – | – | ﹤0.01% | 120 |
|
|
2023
Q1 | $16.7K | Hold |
804
| – | – | ﹤0.01% | 109 |
|
|
2022
Q4 | $19K | Hold |
804
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $18K | Hold |
804
| – | – | 0.01% | 126 |
|
|
2022
Q2 | $18K | Hold |
804
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $20K | Hold |
804
| – | – | 0.01% | 121 |
|
|
2021
Q4 | $20K | Hold |
804
| – | – | 0.01% | 132 |
|
|
2021
Q3 | $19K | Hold |
804
| – | – | 0.01% | 118 |
|
|
2021
Q2 | $20K | Hold |
804
| – | – | 0.01% | 110 |
|
|
2021
Q1 | $21K | Hold |
804
| – | – | 0.01% | 109 |
|
|
2020
Q4 | $19K | Buy |
+804
| New | +$19K | 0.01% | 113 |
|