Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-8
| Closed | -$4K | – | 284 |
|
2016
Q3 | $4K | Buy |
8
+4
| +100% | +$2K | ﹤0.01% | 932 |
|
2016
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 1047 |
|
2016
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 970 |
|
2015
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 1006 |
|
2015
Q3 | $3K | Buy |
4
+1
| +33% | +$750 | ﹤0.01% | 1015 |
|
2015
Q2 | $4K | Buy |
3
+1
| +50% | +$1.33K | ﹤0.01% | 992 |
|
2015
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1073 |
|