United Capital Financial Advisors’s AtriCure ATRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19,967
| Closed | -$498K | – | 1356 |
|
|
2019
Q3 | $498K | Sell |
19,967
-63
| -0.3% | -$1.57K | ﹤0.01% | 946 |
|
|
2019
Q2 | $598K | Buy |
20,030
+28
| +0.1% | +$836 | ﹤0.01% | 976 |
|
|
2019
Q1 | $536K | Sell |
20,002
-2
| -0% | -$54 | ﹤0.01% | 952 |
|
|
2018
Q4 | $612K | Hold |
20,004
| – | – | ﹤0.01% | 850 |
|
|
2018
Q3 | $701K | Hold |
20,004
| – | – | ﹤0.01% | 872 |
|
|
2018
Q2 | $541K | Buy |
20,004
+5,805
| +41% | +$157K | ﹤0.01% | 929 |
|
|
2018
Q1 | $291K | Hold |
14,199
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q4 | $259K | Sell |
14,199
-45
| -0.3% | -$821 | ﹤0.01% | 1159 |
|
|
2017
Q3 | $319K | Hold |
14,244
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q2 | $345K | Buy |
14,244
+22
| +0.2% | +$533 | ﹤0.01% | 1031 |
|
|
2017
Q1 | $272K | Buy |
14,222
+25
| +0.2% | +$478 | ﹤0.01% | 1077 |
|
|
2016
Q4 | $278K | Buy |
14,197
+35
| +0.2% | +$685 | ﹤0.01% | 1081 |
|
|
2016
Q3 | $224K | Buy |
+14,162
| New | +$224K | ﹤0.01% | 1159 |
|