Westover Capital Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,963
| Closed | -$271K | – | 189 |
|
|
2023
Q4 | $271K | Sell |
5,963
-625
| -9% | -$28.4K | 0.09% | 148 |
|
|
2023
Q3 | $271K | Hold |
6,588
| – | – | 0.1% | 146 |
|
|
2023
Q2 | $291K | Sell |
6,588
-133
| -2% | -$5.88K | 0.1% | 143 |
|
|
2023
Q1 | $265K | Sell |
6,721
-45
| -0.7% | -$1.78K | 0.1% | 139 |
|
|
2022
Q4 | $202K | Buy |
+6,766
| New | +$202K | 0.08% | 145 |
|
|
2019
Q2 | – | Sell |
-8,729
| Closed | -$223K | – | 137 |
|
|
2019
Q1 | $223K | Buy |
+8,729
| New | +$223K | 0.12% | 123 |
|
|
2018
Q4 | – | Sell |
-12,199
| Closed | -$360K | – | 112 |
|
|
2018
Q3 | $360K | Sell |
12,199
-500
| -4% | -$14.8K | 0.18% | 87 |
|
|
2018
Q2 | $319K | Sell |
12,699
-520
| -4% | -$13.1K | 0.17% | 88 |
|
|
2018
Q1 | $313K | Hold |
13,219
| – | – | 0.17% | 93 |
|
|
2017
Q4 | $319K | Sell |
13,219
-35
| -0.3% | -$845 | 0.18% | 99 |
|
|
2017
Q3 | $317K | Buy |
+13,254
| New | +$317K | 0.19% | 94 |
|