Creative Planning’s Atara Biotherapeutics ATRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,626
| Closed | -$215K | – | 2551 |
|
|
2022
Q4 | $215K | Sell |
2,626
-59
| -2% | -$4.84K | ﹤0.01% | 1970 |
|
|
2022
Q3 | $254K | Buy |
2,685
+256
| +11% | +$24.2K | ﹤0.01% | 1745 |
|
|
2022
Q2 | $473K | Hold |
2,429
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q1 | $564K | Buy |
+2,429
| New | +$564K | ﹤0.01% | 1260 |
|
|
2020
Q1 | – | Sell |
-594
| Closed | -$245K | – | 1742 |
|
|
2019
Q4 | $245K | Hold |
594
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $210K | Hold |
594
| – | – | ﹤0.01% | 1573 |
|
|
2019
Q2 | $299K | Sell |
594
-2
| -0.3% | -$1.01K | ﹤0.01% | 1365 |
|
|
2019
Q1 | $593K | Buy |
596
+2
| +0.3% | +$1.99K | ﹤0.01% | 945 |
|
|
2018
Q4 | $516K | Sell |
594
-7
| -1% | -$6.08K | ﹤0.01% | 949 |
|
|
2018
Q3 | $621K | Buy |
601
+42
| +8% | +$43.4K | ﹤0.01% | 958 |
|
|
2018
Q2 | $513K | Buy |
559
+15
| +3% | +$13.8K | ﹤0.01% | 1046 |
|
|
2018
Q1 | $531K | Buy |
+544
| New | +$531K | ﹤0.01% | 1044 |
|
|
2017
Q3 | – | Sell |
-398
| Closed | -$139K | – | 1977 |
|
|
2017
Q2 | $139K | Hold |
398
| – | – | ﹤0.01% | 1735 |
|
|
2017
Q1 | $205K | Hold |
398
| – | – | ﹤0.01% | 1465 |
|
|
2016
Q4 | $141K | Hold |
398
| – | – | ﹤0.01% | 1611 |
|
|
2016
Q3 | $213K | Buy |
+398
| New | +$213K | ﹤0.01% | 1367 |
|