AIA
NXGN
AIMZ Investment Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,655
| Closed | -$894K | – | 117 |
|
|
2023
Q3 | $894K | Sell |
37,655
-900
| -2% | -$21.4K | 0.4% | 62 |
|
|
2023
Q2 | $625K | Hold |
38,555
| – | – | 0.27% | 70 |
|
|
2023
Q1 | $671K | Sell |
38,555
-200
| -0.5% | -$3.48K | 0.3% | 67 |
|
|
2022
Q4 | $728K | Sell |
38,755
-1,200
| -3% | -$22.5K | 0.34% | 65 |
|
|
2022
Q3 | $707K | Hold |
39,955
| – | – | 0.36% | 67 |
|
|
2022
Q2 | $697K | Sell |
39,955
-250
| -0.6% | -$4.36K | 0.33% | 71 |
|
|
2022
Q1 | $841K | Sell |
40,205
-100
| -0.2% | -$2.09K | 0.35% | 72 |
|
|
2021
Q4 | $717K | Sell |
40,305
-1,100
| -3% | -$19.6K | 0.28% | 76 |
|
|
2021
Q3 | $584K | Sell |
41,405
-2,900
| -7% | -$40.9K | 0.26% | 80 |
|
|
2021
Q2 | $735K | Sell |
44,305
-50
| -0.1% | -$829 | 0.33% | 71 |
|
|
2021
Q1 | $803K | Sell |
44,355
-40
| -0.1% | -$724 | 0.39% | 66 |
|
|
2020
Q4 | $810K | Hold |
44,395
| – | – | 0.42% | 63 |
|
|
2020
Q3 | $566K | Sell |
44,395
-700
| -2% | -$8.92K | 0.34% | 66 |
|
|
2020
Q2 | $495K | Sell |
45,095
-200
| -0.4% | -$2.2K | 0.32% | 69 |
|
|
2020
Q1 | $473K | Hold |
45,295
| – | – | 0.37% | 66 |
|
|
2019
Q4 | $728K | Sell |
45,295
-100
| -0.2% | -$1.61K | 0.47% | 62 |
|
|
2019
Q3 | $711K | Hold |
45,395
| – | – | 0.49% | 60 |
|
|
2019
Q2 | $903K | Hold |
45,395
| – | – | 0.62% | 55 |
|
|
2019
Q1 | $764K | Sell |
45,395
-2,600
| -5% | -$43.8K | 0.52% | 57 |
|
|
2018
Q4 | $727K | Sell |
47,995
-1,500
| -3% | -$22.7K | 0.56% | 57 |
|
|
2018
Q3 | $994K | Sell |
49,495
-350
| -0.7% | -$7.03K | 0.64% | 53 |
|
|
2018
Q2 | $972K | Sell |
49,845
-1,200
| -2% | -$23.4K | 0.69% | 52 |
|
|
2018
Q1 | $697K | Sell |
51,045
-1,050
| -2% | -$14.3K | 0.51% | 63 |
|
|
2017
Q4 | $707K | Sell |
52,095
-900
| -2% | -$12.2K | 0.53% | 59 |
|
|
2017
Q3 | $834K | Sell |
52,995
-350
| -0.7% | -$5.51K | 0.68% | 54 |
|
|
2017
Q2 | $918K | Sell |
53,345
-1,500
| -3% | -$25.8K | 0.77% | 50 |
|
|
2017
Q1 | $836K | Sell |
54,845
-1,500
| -3% | -$22.9K | 0.71% | 54 |
|
|
2016
Q4 | $741K | Sell |
56,345
-5,600
| -9% | -$73.6K | 0.66% | 53 |
|
|
2016
Q3 | $701K | Sell |
61,945
-600
| -1% | -$6.79K | 0.63% | 55 |
|
|
2016
Q2 | $745K | Sell |
62,545
-68,638
| -52% | -$818K | 0.68% | 54 |
|
|
2016
Q1 | $2.05M | Buy |
131,183
+66,802
| +104% | +$1.04M | 0.9% | 43 |
|
|
2015
Q4 | $1.04M | Sell |
64,381
-3,283
| -5% | -$52.9K | 0.95% | 41 |
|
|
2015
Q3 | $844K | Sell |
67,664
-387
| -0.6% | -$4.83K | 0.78% | 48 |
|
|
2015
Q2 | $1.13M | Buy |
68,051
+13
| +0% | +$215 | 0.98% | 40 |
|
|
2015
Q1 | $1.09M | Sell |
68,038
-1,086
| -2% | -$17.4K | 0.93% | 41 |
|
|
2014
Q4 | $1.08M | Buy |
+69,124
| New | +$1.08M | 0.96% | 39 |
|