Clearstead Advisors’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44K | Buy |
288
+20
| +7% | +$655 | ﹤0.01% | 1905 |
|
|
2025
Q1 | $8.65K | Buy |
268
+81
| +43% | +$2.61K | ﹤0.01% | 1638 |
|
|
2024
Q4 | $5.72K | Hold |
187
| – | – | ﹤0.01% | 1688 |
|
|
2024
Q3 | $5.24K | Sell |
187
-362
| -66% | -$10.2K | ﹤0.01% | 1701 |
|
|
2024
Q2 | $12.5K | Buy |
+549
| New | +$12.5K | ﹤0.01% | 1498 |
|
|
2021
Q4 | – | Sell |
-326
| Closed | -$23K | – | 1273 |
|
|
2021
Q3 | $23K | Buy |
+326
| New | +$23K | ﹤0.01% | 759 |
|