EFS
ATHN
Essex Financial Services’s Athenahealth, Inc. ATHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,960
| Closed | -$312K | – | 305 |
|
|
2018
Q2 | $312K | Hold |
1,960
| – | – | 0.08% | 206 |
|
|
2018
Q1 | $280K | Hold |
1,960
| – | – | 0.05% | 278 |
|
|
2017
Q4 | $261K | Sell |
1,960
-350
| -15% | -$46.6K | 0.06% | 231 |
|
|
2017
Q3 | $287K | Hold |
2,310
| – | – | 0.07% | 218 |
|
|
2017
Q2 | $325K | Buy |
+2,310
| New | +$325K | 0.07% | 258 |
|
|
2017
Q1 | – | Sell |
-2,310
| Closed | -$243K | – | 343 |
|
|
2016
Q4 | $243K | Buy |
+2,310
| New | +$243K | 0.05% | 275 |
|
|
2016
Q2 | – | Sell |
-3,010
| Closed | -$418K | – | 325 |
|
|
2016
Q1 | $418K | Sell |
3,010
-125
| -4% | -$17.4K | 0.1% | 190 |
|
|
2015
Q4 | $505K | Sell |
3,135
-150
| -5% | -$24.2K | 0.12% | 176 |
|
|
2015
Q3 | $438K | Hold |
3,285
| – | – | 0.11% | 189 |
|
|
2015
Q2 | $376K | Sell |
3,285
-700
| -18% | -$80.1K | 0.1% | 212 |
|
|
2015
Q1 | $476K | Hold |
3,985
| – | – | 0.12% | 188 |
|
|
2014
Q4 | $581K | Hold |
3,985
| – | – | 0.15% | 157 |
|
|
2014
Q3 | $525K | Buy |
3,985
+750
| +23% | +$98.8K | 0.16% | 152 |
|
|
2014
Q2 | $405K | Sell |
3,235
-950
| -23% | -$119K | 0.12% | 187 |
|
|
2014
Q1 | $671K | Sell |
4,185
-350
| -8% | -$56.1K | 0.22% | 110 |
|
|
2013
Q4 | $610K | Buy |
4,535
+250
| +6% | +$33.6K | 0.21% | 116 |
|
|
2013
Q3 | $465 | Hold |
4,285
| – | – | 0.15% | 139 |
|
|
2013
Q2 | $363K | Buy |
+4,285
| New | +$363K | 0.13% | 161 |
|