Wealthspire Advisors (Maryland)’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 |
-49
| Closed | -$6K | – | 2676 |
|
|
2018
Q4 | $6K | Buy |
49
+19
| +63% | +$2.33K | ﹤0.01% | 1703 |
|
|
2018
Q3 | $4K | Buy |
30
+12
| +67% | +$1.6K | ﹤0.01% | 1978 |
|
|
2018
Q2 | $3K | Buy |
18
+2
| +13% | +$333 | ﹤0.01% | 2091 |
|
|
2018
Q1 | $2K | Buy |
16
+6
| +60% | +$750 | ﹤0.01% | 2268 |
|
|
2017
Q4 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 2402 |
|
|
2017
Q3 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 2198 |
|
|
2017
Q2 | $1K | Sell |
7
-68
| -91% | -$9.71K | ﹤0.01% | 2159 |
|
|
2017
Q1 | $8K | Buy |
75
+24
| +47% | +$2.56K | ﹤0.01% | 1427 |
|
|
2016
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 1403 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$2K | – | 1851 |
|
|
2016
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 1560 |
|
|
2016
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 1586 |
|
|
2015
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 1493 |
|