IFP Advisors’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5345 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5151 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4967 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4724 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4517 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4281 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4133 |
|
|
2019
Q1 | – | Sell |
-87
| Closed | -$11K | – | 3852 |
|
|
2018
Q4 | $11K | Sell |
87
-260
| -75% | -$32.9K | ﹤0.01% | 2448 |
|
|
2018
Q3 | $46K | Buy |
347
+72
| +26% | +$9.55K | ﹤0.01% | 1931 |
|
|
2018
Q2 | $44K | Buy |
+275
| New | +$44K | ﹤0.01% | 1990 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$25K | – | 4230 |
|
|
2017
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 2439 |
|
|
2017
Q2 | $28K | Buy |
+200
| New | +$28K | ﹤0.01% | 2358 |
|
|
2016
Q4 | – | Sell |
-34
| Closed | -$4K | – | 4197 |
|
|
2016
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 3379 |
|
|
2016
Q2 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 3183 |
|
|
2016
Q1 | – | Sell |
-66
| Closed | -$11K | – | 3873 |
|
|
2015
Q4 | $11K | Buy |
+66
| New | +$11K | ﹤0.01% | 2544 |
|