Mount Yale Investment Advisors’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,743
| Closed | -$222K | – | 536 |
|
|
2024
Q2 | $222K | Buy |
9,743
+2,368
| +32% | +$53.9K | 0.02% | 501 |
|
|
2024
Q1 | $224K | Buy |
+7,375
| New | +$224K | 0.02% | 501 |
|
|
2023
Q4 | – | Sell |
-6,294
| Closed | -$276K | – | 499 |
|
|
2023
Q3 | $276K | Buy |
6,294
+102
| +2% | +$4.47K | 0.03% | 404 |
|
|
2023
Q2 | $306K | Buy |
6,192
+393
| +7% | +$19.4K | 0.03% | 384 |
|
|
2023
Q1 | $240K | Buy |
5,799
+120
| +2% | +$4.97K | 0.03% | 429 |
|
|
2022
Q4 | $252K | Sell |
5,679
-99
| -2% | -$4.39K | 0.03% | 385 |
|
|
2022
Q3 | $226K | Sell |
5,778
-49
| -0.8% | -$1.92K | 0.03% | 397 |
|
|
2022
Q2 | $238K | Buy |
5,827
+1,277
| +28% | +$52.2K | 0.03% | 411 |
|
|
2022
Q1 | $299K | Buy |
4,550
+243
| +6% | +$16K | 0.03% | 365 |
|
|
2021
Q4 | $299K | Sell |
4,307
-161
| -4% | -$11.2K | 0.03% | 370 |
|
|
2021
Q3 | $311K | Buy |
4,468
+68
| +2% | +$4.73K | 0.04% | 344 |
|
|
2021
Q2 | $349K | Sell |
4,400
-62
| -1% | -$4.92K | 0.04% | 296 |
|
|
2021
Q1 | $292K | Sell |
4,462
-787
| -15% | -$51.5K | 0.04% | 318 |
|
|
2020
Q4 | $292K | Buy |
+5,249
| New | +$292K | 0.04% | 302 |
|