Geneos Wealth Management’s Atara Biotherapeutics ATRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-87
| Closed | -$20K | – | 2585 |
|
|
2022
Q1 | $20K | Hold |
87
| – | – | ﹤0.01% | 1795 |
|
|
2021
Q4 | $34K | Hold |
87
| – | – | ﹤0.01% | 1641 |
|
|
2021
Q3 | $37K | Hold |
87
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q2 | $34K | Hold |
87
| – | – | ﹤0.01% | 1647 |
|
|
2021
Q1 | $30K | Buy |
+87
| New | +$30K | ﹤0.01% | 1868 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | -$4K | – | 2892 |
|
|
2020
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 2227 |
|
|
2020
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 2154 |
|
|
2019
Q4 | $6K | Hold |
15
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q3 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 2083 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$2K | – | 2170 |
|
|
2017
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1999 |
|
|
2017
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1947 |
|