Allworth Financial’s Advantage Solutions ADV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-80
| Closed | -$275 | – | 3933 |
|
|
2024
Q3 | $275 | Hold |
80
| – | – | ﹤0.01% | 3536 |
|
|
2024
Q2 | $296 | Buy |
+80
| New | +$296 | ﹤0.01% | 3495 |
|
|
2023
Q1 | – | Sell |
-809
| Closed | -$1.68K | – | 3183 |
|
|
2022
Q4 | $1.68K | Sell |
809
-70
| -8% | -$146 | ﹤0.01% | 2301 |
|
|
2022
Q3 | $2K | Buy |
+879
| New | +$2K | ﹤0.01% | 2090 |
|