JFS Wealth Advisors’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-200
| Closed | -$27K | – | 563 |
|
|
2018
Q3 | $27K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2018
Q2 | $32K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $29K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2017
Q4 | $27K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2017
Q3 | $25K | Hold |
200
| – | – | 0.01% | 296 |
|
|
2017
Q2 | $28K | Hold |
200
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $21K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2016
Q4 | $21K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $25K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2016
Q2 | $28K | Hold |
200
| – | – | 0.01% | 299 |
|
|
2016
Q1 | $28K | Hold |
200
| – | – | 0.01% | 290 |
|
|
2015
Q4 | $32K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2015
Q3 | $27K | Sell |
200
-26
| -12% | -$3.51K | 0.01% | 256 |
|
|
2015
Q2 | $26K | Sell |
226
-7
| -3% | -$805 | 0.01% | 245 |
|
|
2015
Q1 | $28K | Buy |
233
+1
| +0.4% | +$120 | 0.01% | 242 |
|
|
2014
Q4 | $34K | Buy |
232
+3
| +1% | +$440 | 0.01% | 231 |
|
|
2014
Q3 | $30K | Sell |
229
-3
| -1% | -$393 | 0.01% | 228 |
|
|
2014
Q2 | $29K | Buy |
+232
| New | +$29K | 0.01% | 232 |
|