Baker Tilly Wealth Management’s Anavex Life Sciences AVXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,714
| Closed | -$239K | – | 415 |
|
|
2023
Q4 | $239K | Buy |
25,714
+523
| +2% | +$4.87K | 0.04% | 419 |
|
|
2023
Q3 | $165K | Sell |
25,191
-33
| -0.1% | -$216 | 0.03% | 443 |
|
|
2023
Q2 | $205K | Buy |
25,224
+15,224
| +152% | +$124K | 0.02% | 521 |
|
|
2023
Q1 | $85.7K | Hold |
10,000
| – | – | 0.01% | 536 |
|
|
2022
Q4 | $92.6K | Hold |
10,000
| – | – | 0.01% | 520 |
|
|
2022
Q3 | $103K | Hold |
10,000
| – | – | 0.01% | 491 |
|
|
2022
Q2 | $100K | Hold |
10,000
| – | – | 0.01% | 481 |
|
|
2022
Q1 | $123K | Hold |
10,000
| – | – | 0.01% | 508 |
|
|
2021
Q4 | $173K | Hold |
10,000
| – | – | 0.02% | 513 |
|
|
2021
Q3 | $180K | Hold |
10,000
| – | – | 0.02% | 493 |
|
|
2021
Q2 | $229K | Hold |
10,000
| – | – | 0.04% | 452 |
|
|
2021
Q1 | $150K | Sell |
10,000
-10,000
| -50% | -$150K | 0.03% | 456 |
|
|
2020
Q4 | $108K | Buy |
+20,000
| New | +$108K | 0.03% | 332 |
|