Sheaff Brock Investment 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 |
-3,087
| Closed | -$407K | – | 519 |
|
2018
Q4 | $407K | Hold |
3,087
| – | – | 0.06% | 260 |
|
2018
Q3 | $412K | Hold |
3,087
| – | – | 0.04% | 294 |
|
2018
Q2 | $491K | Hold |
3,087
| – | – | 0.05% | 252 |
|
2018
Q1 | $442K | Sell |
3,087
-370
| -11% | -$53K | 0.05% | 270 |
|
2017
Q4 | $460K | Hold |
3,457
| – | – | 0.06% | 268 |
|
2017
Q3 | $430K | Sell |
3,457
-150
| -4% | -$18.7K | 0.06% | 284 |
|
2017
Q2 | $507K | Hold |
3,607
| – | – | 0.07% | 267 |
|
2017
Q1 | $406K | Hold |
3,607
| – | – | 0.05% | 319 |
|
2016
Q4 | $379K | Hold |
3,607
| – | – | 0.05% | 335 |
|
2016
Q3 | $455K | Hold |
3,607
| – | – | 0.06% | 279 |
|
2016
Q2 | $498K | Sell |
3,607
-250
| -6% | -$34.5K | 0.06% | 279 |
|
2016
Q1 | $535K | Hold |
3,857
| – | – | 0.07% | 281 |
|
2015
Q4 | $621K | Buy |
+3,857
| New | +$621K | 0.07% | 276 |
|