AWM
AllSquare Wealth Management’s Anavex Life Sciences AVXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
52,383
| – | – | 0.27% | 58 |
|
|
2025
Q1 | $449K | Buy |
52,383
+417
| +0.8% | +$3.58K | 0.27% | 60 |
|
|
2024
Q4 | $558K | Hold |
51,966
| – | – | 0.32% | 48 |
|
|
2024
Q3 | $295K | Hold |
51,966
| – | – | 0.17% | 79 |
|
|
2024
Q2 | $219K | Hold |
51,966
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $265K | Sell |
51,966
-1,490
| -3% | -$7.58K | 0.16% | 87 |
|
|
2023
Q4 | $498K | Sell |
53,456
-1,500
| -3% | -$14K | 0.31% | 50 |
|
|
2023
Q3 | $360K | Sell |
54,956
-10,000
| -15% | -$65.5K | 0.23% | 60 |
|
|
2023
Q2 | $596K | Sell |
64,956
-1,000
| -2% | -$9.18K | 0.39% | 39 |
|
|
2023
Q1 | $565K | Hold |
65,956
| – | – | 0.37% | 39 |
|
|
2022
Q4 | $611K | Hold |
65,956
| – | – | 0.42% | 34 |
|
|
2022
Q3 | $681K | Hold |
65,956
| – | – | 0.49% | 27 |
|
|
2022
Q2 | $660K | Hold |
65,956
| – | – | 0.45% | 30 |
|
|
2022
Q1 | $812K | Buy |
65,956
+1,605
| +2% | +$19.8K | 0.49% | 28 |
|
|
2021
Q4 | $1.12M | Buy |
64,351
+1,266
| +2% | +$22K | 0.65% | 21 |
|
|
2021
Q3 | $1.13M | Buy |
63,085
+1,000
| +2% | +$17.9K | 0.68% | 20 |
|
|
2021
Q2 | $1.42M | Buy |
62,085
+50
| +0.1% | +$1.14K | 0.83% | 15 |
|
|
2021
Q1 | $927K | Buy |
62,035
+16,155
| +35% | +$241K | 0.57% | 23 |
|
|
2020
Q4 | $248K | Buy |
45,880
+1,826
| +4% | +$9.87K | 0.17% | 75 |
|
|
2020
Q3 | $200K | Buy |
44,054
+13,664
| +45% | +$62K | 0.15% | 77 |
|
|
2020
Q2 | $150K | Sell |
30,390
-1,187
| -4% | -$5.86K | 0.11% | 90 |
|
|
2020
Q1 | $99K | Sell |
31,577
-8,847
| -22% | -$27.7K | 0.09% | 120 |
|
|
2019
Q4 | $105K | Hold |
40,424
| – | – | 0.07% | 124 |
|
|
2019
Q3 | $128K | Buy |
40,424
+4,420
| +12% | +$14K | 0.09% | 107 |
|
|
2019
Q2 | $121K | Buy |
36,004
+3,614
| +11% | +$12.1K | 0.09% | 106 |
|
|
2019
Q1 | $99K | Buy |
32,390
+16,060
| +98% | +$49.1K | 0.07% | 128 |
|
|
2018
Q4 | $25K | Hold |
16,330
| – | – | 0.02% | 234 |
|
|
2018
Q3 | $45K | Hold |
16,330
| – | – | 0.03% | 184 |
|
|
2018
Q2 | $43K | Hold |
16,330
| – | – | 0.03% | 190 |
|
|
2018
Q1 | $45K | Hold |
16,330
| – | – | 0.04% | 154 |
|
|
2017
Q4 | $53K | Hold |
16,330
| – | – | 0.04% | 140 |
|
|
2017
Q3 | $68K | Buy |
16,330
+7,440
| +84% | +$31K | 0.06% | 122 |
|
|
2017
Q2 | $47K | Buy |
8,890
+2,300
| +35% | +$12.2K | 0.05% | 76 |
|
|
2017
Q1 | $38K | Buy |
6,590
+330
| +5% | +$1.9K | 0.03% | 150 |
|
|
2016
Q4 | $25K | Buy |
+6,260
| New | +$25K | 0.02% | 174 |
|