Creative Planning’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-120
| Closed | -$17K | – | 4215 |
|
|
2017
Q2 | $17K | Buy |
120
+109
| +991% | +$15.4K | ﹤0.01% | 3257 |
|
|
2017
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 4422 |
|
|
2016
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 4372 |
|
|
2016
Q3 | $1K | Buy |
11
+4
| +57% | +$364 | ﹤0.01% | 4307 |
|
|
2016
Q2 | $1K | Sell |
7
-125
| -95% | -$17.9K | ﹤0.01% | 4129 |
|
|
2016
Q1 | $18K | Sell |
132
-100
| -43% | -$13.6K | ﹤0.01% | 2827 |
|
|
2015
Q4 | $37K | Buy |
232
+107
| +86% | +$17.1K | ﹤0.01% | 2347 |
|
|
2015
Q3 | $17K | Buy |
+125
| New | +$17K | ﹤0.01% | 2852 |
|
|
2015
Q2 | – | Sell |
-125
| Closed | -$15K | – | 3416 |
|
|
2015
Q1 | $15K | Sell |
125
-5
| -4% | -$600 | ﹤0.01% | 2911 |
|
|
2014
Q4 | $19K | Buy |
+130
| New | +$19K | ﹤0.01% | 2681 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$5K | – | 3548 |
|
|
2013
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2760 |
|