Atria Wealth Solutions’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 |
-14,000
| Closed | -$332K | – | 2030 |
|
|
2023
Q3 | $332K | Hold |
14,000
| – | – | ﹤0.01% | 1344 |
|
|
2023
Q2 | $227K | Sell |
14,000
-5,700
| -29% | -$92.5K | ﹤0.01% | 1612 |
|
|
2023
Q1 | $343K | Buy |
19,700
+500
| +3% | +$8.71K | 0.01% | 1331 |
|
|
2022
Q4 | $361K | Hold |
19,200
| – | – | 0.01% | 1251 |
|
|
2022
Q3 | $340K | Sell |
19,200
-2,360
| -11% | -$41.8K | 0.01% | 1218 |
|
|
2022
Q2 | $376K | Buy |
21,560
+1,660
| +8% | +$29K | 0.01% | 1077 |
|
|
2022
Q1 | $416K | Buy |
+19,900
| New | +$416K | 0.01% | 1164 |
|