IFP Advisors’s Atara Biotherapeutics ATRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-180
| Closed | -$1.07K | – | 4917 |
|
|
2025
Q1 | $1.07K | Hold |
180
| – | – | ﹤0.01% | 3321 |
|
|
2024
Q4 | $2.4K | Hold |
180
| – | – | ﹤0.01% | 3035 |
|
|
2024
Q3 | $1.46K | Sell |
180
-4,500
| -96% | -$36.6K | ﹤0.01% | 3001 |
|
|
2024
Q2 | $3.29K | Buy |
4,680
+4,500
| +2,500% | +$3.16K | ﹤0.01% | 2694 |
|
|
2024
Q1 | $3.12K | Hold |
180
| – | – | ﹤0.01% | 2587 |
|
|
2023
Q4 | $2.31K | Buy |
180
+44
| +32% | +$564 | ﹤0.01% | 2641 |
|
|
2023
Q3 | $5.03K | Buy |
136
+40
| +42% | +$1.48K | ﹤0.01% | 2500 |
|
|
2023
Q2 | $3.86K | Hold |
96
| – | – | ﹤0.01% | 2632 |
|
|
2023
Q1 | $120K | Hold |
96
| – | – | 0.01% | 1161 |
|
|
2022
Q4 | $120K | Hold |
96
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q3 | $120K | Buy |
96
+36
| +60% | +$45K | ﹤0.01% | 1725 |
|
|
2022
Q2 | $75K | Hold |
60
| – | – | ﹤0.01% | 1883 |
|
|
2022
Q1 | $75K | Buy |
+60
| New | +$75K | ﹤0.01% | 1883 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$13K | – | 3332 |
|
|
2021
Q3 | $13K | Buy |
30
+6
| +25% | +$2.6K | ﹤0.01% | 2104 |
|
|
2021
Q2 | $9K | Hold |
24
| – | – | ﹤0.01% | 2224 |
|
|
2021
Q1 | $9K | Buy |
+24
| New | +$9K | ﹤0.01% | 2148 |
|
|
2020
Q4 | – | Sell |
-29
| Closed | -$9K | – | 2969 |
|
|
2020
Q3 | $9K | Buy |
29
+13
| +81% | +$4.03K | ﹤0.01% | 1922 |
|
|
2020
Q2 | $6K | Buy |
16
+8
| +100% | +$3K | ﹤0.01% | 1979 |
|
|
2020
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 2333 |
|
|
2019
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 2497 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 2417 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 3214 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 3606 |
|
|
2018
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 3640 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3739 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 3755 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 4026 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 4039 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 3948 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3941 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3882 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 2422 |
|
|
2015
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 3461 |
|