BerganKDV Wealth Management’s A V Homes, Inc. AVHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,946
Closed -$59K 730
2018
Q3
$59K Hold
2,946
0.01% 301
2018
Q2
$63K Buy
+2,946
New +$56K 0.01% 292

BerganKDV Wealth Management's AVHI Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of A V Homes, Inc. (AVHI) in Q4 2018, closing a stake of 2,946 shares — an estimated $59K sold.

BerganKDV Wealth Management first reported a position in AVHI in Q2 2018 and held it in 2 quarters. The position peaked at $63K in Q2 2018. 0 funds tracked by Wall St. Rank hold AVHI as of Q4 2018.

  • BerganKDV Wealth Management reported no remaining A V Homes, Inc. position as of Q4 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,946 A V Homes, Inc. shares in Q4 2018, an estimated $59K.
  • BerganKDV Wealth Management first reported a position in A V Homes, Inc. in Q2 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's A V Homes, Inc. position peaked at $63K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held A V Homes, Inc. as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.