Plante Moran Financial Advisors’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-427
| Closed | -$56K | – | 1000 |
|
|
2018
Q4 | $56K | Hold |
427
| – | – | 0.02% | 268 |
|
|
2018
Q3 | $57K | Hold |
427
| – | – | 0.02% | 274 |
|
|
2018
Q2 | $68K | Hold |
427
| – | – | 0.03% | 275 |
|
|
2018
Q1 | $61K | Hold |
427
| – | – | 0.03% | 308 |
|
|
2017
Q4 | $57K | Hold |
427
| – | – | 0.03% | 317 |
|
|
2017
Q3 | $53K | Hold |
427
| – | – | 0.03% | 296 |
|
|
2017
Q2 | $60K | Hold |
427
| – | – | 0.04% | 276 |
|
|
2017
Q1 | $48K | Hold |
427
| – | – | 0.03% | 329 |
|
|
2016
Q4 | $45K | Hold |
427
| – | – | 0.03% | 354 |
|
|
2016
Q3 | $54K | Hold |
427
| – | – | 0.04% | 303 |
|
|
2016
Q2 | $59K | Hold |
427
| – | – | 0.04% | 257 |
|
|
2016
Q1 | $59K | Sell |
427
-102
| -19% | -$14.1K | 0.05% | 239 |
|
|
2015
Q4 | $85K | Hold |
529
| – | – | 0.06% | 211 |
|
|
2015
Q3 | $71K | Hold |
529
| – | – | 0.06% | 222 |
|
|
2015
Q2 | $61K | Hold |
529
| – | – | 0.04% | 262 |
|
|
2015
Q1 | $63K | Hold |
529
| – | – | 0.04% | 246 |
|
|
2014
Q4 | $77K | Hold |
529
| – | – | 0.06% | 218 |
|
|
2014
Q3 | $70K | Hold |
529
| – | – | 0.06% | 210 |
|
|
2014
Q2 | $66K | Sell |
529
-50
| -9% | -$6.24K | 0.06% | 191 |
|
|
2014
Q1 | $93K | Buy |
579
+50
| +9% | +$8.03K | 0.1% | 120 |
|
|
2013
Q4 | $71K | Sell |
529
-266
| -33% | -$35.7K | 0.04% | 185 |
|
|
2013
Q3 | $86K | Sell |
795
-100
| -11% | -$10.8K | 0.05% | 132 |
|
|
2013
Q2 | $76K | Buy |
+895
| New | +$76K | 0.06% | 128 |
|