SVB Wealth’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,627
| Closed | -$233K | – | 465 |
|
|
2018
Q1 | $233K | Hold |
1,627
| – | – | 0.01% | 404 |
|
|
2017
Q4 | $216K | Hold |
1,627
| – | – | 0.01% | 447 |
|
|
2017
Q3 | $202K | Hold |
1,627
| – | – | 0.01% | 440 |
|
|
2017
Q2 | $229K | Buy |
+1,627
| New | +$229K | 0.01% | 439 |
|
|
2016
Q4 | – | Sell |
-1,827
| Closed | -$230K | – | 524 |
|
|
2016
Q3 | $230K | Buy |
1,827
+200
| +12% | +$25.2K | 0.01% | 481 |
|
|
2016
Q2 | $225K | Hold |
1,627
| – | – | 0.01% | 468 |
|
|
2016
Q1 | $226K | Hold |
1,627
| – | – | 0.01% | 477 |
|
|
2015
Q4 | $262K | Hold |
1,627
| – | – | 0.01% | 476 |
|
|
2015
Q3 | $217K | Buy |
+1,627
| New | +$217K | 0.01% | 503 |
|
|
2015
Q1 | – | Sell |
-1,627
| Closed | -$237K | – | 568 |
|
|
2014
Q4 | $237K | Buy |
+1,627
| New | +$237K | 0.01% | 498 |
|