Creative Planning’s Athersys, Inc. Common Stock ATHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-438
| Closed | -$19K | – | 2432 |
|
|
2020
Q4 | $19K | Sell |
438
-4
| -0.9% | -$174 | ﹤0.01% | 2084 |
|
|
2020
Q3 | $22K | Buy |
+442
| New | +$22K | ﹤0.01% | 1912 |
|
|
2017
Q3 | – | Sell |
-262
| Closed | -$10K | – | 3901 |
|
|
2017
Q2 | $10K | Sell |
262
-400
| -60% | -$15.3K | ﹤0.01% | 3603 |
|
|
2017
Q1 | $28K | Hold |
662
| – | – | ﹤0.01% | 2865 |
|
|
2016
Q4 | $25K | Buy |
662
+400
| +153% | +$15.1K | ﹤0.01% | 2905 |
|
|
2016
Q3 | $14K | Hold |
262
| – | – | ﹤0.01% | 3245 |
|
|
2016
Q2 | $14K | Buy |
262
+16
| +7% | +$855 | ﹤0.01% | 3004 |
|
|
2016
Q1 | $14K | Sell |
246
-236
| -49% | -$13.4K | ﹤0.01% | 2993 |
|
|
2015
Q4 | $12K | Buy |
482
+400
| +488% | +$9.96K | ﹤0.01% | 3165 |
|
|
2015
Q3 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 3917 |
|
|
2015
Q2 | – | Sell |
-282
| Closed | -$20K | – | 3160 |
|
|
2015
Q1 | $20K | Buy |
282
+215
| +321% | +$15.2K | ﹤0.01% | 2702 |
|
|
2014
Q4 | $3K | Buy |
67
+65
| +3,250% | +$2.91K | ﹤0.01% | 3654 |
|
|
2014
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4039 |
|