Delap Wealth Advisory’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,674
| Closed | -$243K | – | 76 |
|
|
2024
Q3 | $243K | Buy |
+8,674
| New | +$243K | 0.15% | 56 |
|
|
2024
Q2 | – | Sell |
-8,708
| Closed | -$265K | – | 135 |
|
|
2024
Q1 | $265K | Sell |
8,708
-292
| -3% | -$8.88K | 0.11% | 181 |
|
|
2023
Q4 | $321K | Hold |
9,000
| – | – | 0.15% | 67 |
|
|
2023
Q3 | $394K | Hold |
9,000
| – | – | 0.38% | 32 |
|
|
2023
Q2 | $444K | Sell |
9,000
-614
| -6% | -$30.3K | 0.44% | 30 |
|
|
2023
Q1 | $399K | Sell |
9,614
-4,860
| -34% | -$201K | 0.41% | 33 |
|
|
2022
Q4 | $642K | Buy |
+14,474
| New | +$642K | 0.67% | 27 |
|