Carroll Financial Associates’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-92
| Closed | -$12K | – | 1439 |
|
2018
Q3 | $12K | Hold |
92
| – | – | ﹤0.01% | 860 |
|
2018
Q2 | $14K | Hold |
92
| – | – | ﹤0.01% | 790 |
|
2018
Q1 | $13K | Hold |
92
| – | – | ﹤0.01% | 786 |
|
2017
Q4 | $12K | Hold |
92
| – | – | ﹤0.01% | 791 |
|
2017
Q3 | $11K | Hold |
92
| – | – | ﹤0.01% | 805 |
|
2017
Q2 | $12K | Sell |
92
-11
| -11% | -$1.44K | ﹤0.01% | 807 |
|
2017
Q1 | $11K | Hold |
103
| – | – | ﹤0.01% | 817 |
|
2016
Q4 | $10K | Hold |
103
| – | – | ﹤0.01% | 806 |
|
2016
Q3 | $12K | Buy |
103
+15
| +17% | +$1.75K | ﹤0.01% | 785 |
|
2016
Q2 | $12K | Hold |
88
| – | – | ﹤0.01% | 752 |
|
2016
Q1 | $12K | Hold |
88
| – | – | ﹤0.01% | 735 |
|
2015
Q4 | $14K | Hold |
88
| – | – | ﹤0.01% | 678 |
|
2015
Q3 | $11K | Buy |
88
+13
| +17% | +$1.63K | ﹤0.01% | 710 |
|
2015
Q2 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 741 |
|
2015
Q1 | – | Sell |
-27
| Closed | -$4K | – | 889 |
|
2014
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 620 |
|
2014
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 728 |
|
2014
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 788 |
|
2014
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 697 |
|