Reilly Financial Advisors’s Alphatec Holdings ATEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $126K | Hold |
11,000
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $134K | Hold |
11,000
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $169K | Hold |
11,000
| – | – | 0.01% | 223 |
|
|
2021
Q1 | $174K | Buy |
11,000
+750
| +7% | +$11.9K | 0.02% | 210 |
|
|
2020
Q4 | $149K | Buy |
10,250
+5,000
| +95% | +$72.7K | 0.01% | 213 |
|
|
2020
Q3 | $35K | Hold |
5,250
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $25K | Hold |
5,250
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $18K | Buy |
+5,250
| New | +$18K | ﹤0.01% | 442 |
|