Steward Partners Investment Advisory’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 |
-201
| Closed | -$27K | – | 2556 |
|
|
2018
Q3 | $27K | Buy |
201
+21
| +12% | +$2.82K | ﹤0.01% | 1436 |
|
|
2018
Q2 | $29K | Hold |
180
| – | – | ﹤0.01% | 1322 |
|
|
2018
Q1 | $25K | Hold |
180
| – | – | ﹤0.01% | 1254 |
|
|
2017
Q4 | $23K | Buy |
180
+50
| +38% | +$6.39K | ﹤0.01% | 1076 |
|
|
2017
Q3 | $16K | Sell |
130
-30
| -19% | -$3.69K | ﹤0.01% | 1008 |
|
|
2017
Q2 | $22K | Hold |
160
| – | – | ﹤0.01% | 839 |
|
|
2017
Q1 | $18K | Buy |
160
+111
| +227% | +$12.5K | ﹤0.01% | 796 |
|
|
2016
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 673 |
|