CAPTRUST Financial Advisors’s Atara Biotherapeutics ATRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,323
| Closed | -$42.6K | – | 2178 |
|
|
2023
Q4 | $42.6K | Buy |
3,323
+2,602
| +361% | +$33.4K | ﹤0.01% | 2600 |
|
|
2023
Q3 | $26.7K | Buy |
+721
| New | +$26.7K | ﹤0.01% | 2514 |
|
|
2023
Q2 | – | Sell |
-412
| Closed | -$29.9K | – | 2531 |
|
|
2023
Q1 | $29.9K | Buy |
+412
| New | +$29.9K | ﹤0.01% | 2235 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$2K | – | 2215 |
|
|
2022
Q2 | $2K | Sell |
8
-1
| -11% | -$250 | ﹤0.01% | 4425 |
|
|
2022
Q1 | $2K | Sell |
9
-2
| -18% | -$444 | ﹤0.01% | 4456 |
|
|
2021
Q4 | $4K | Hold |
11
| – | – | ﹤0.01% | 4157 |
|
|
2021
Q3 | $5K | Buy |
11
+1
| +10% | +$455 | ﹤0.01% | 3932 |
|
|
2021
Q2 | $4K | Sell |
10
-1
| -9% | -$400 | ﹤0.01% | 3932 |
|
|
2021
Q1 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 3793 |
|