CAAS
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Capital Asset Advisory Services’s LifeVantage LFVN Stock Holding History

Capital Asset Advisory Services’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-608
Closed -$6K – 1124
2020
Q4 		$6K Buy
+608
New +$6.83K ﹤0.01% 1227

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Capital Asset Advisory Services's LFVN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of LifeVantage (LFVN) in Q1 2021, closing a stake of 608 shares — an estimated $6K sold.

Capital Asset Advisory Services first reported a position in LFVN in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 83 funds tracked by Wall St. Rank hold LFVN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining LifeVantage position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 608 LifeVantage shares in Q1 2021, an estimated $6K.
  • Capital Asset Advisory Services first reported a position in LifeVantage in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's LifeVantage position peaked at $6K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held LifeVantage as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.