CAPTRUST Financial Advisors’s Aviva Plc AV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,787
| Closed | -$37K | – | 4747 |
|
2022
Q2 | $37K | Buy |
3,787
+483
| +15% | +$4.72K | ﹤0.01% | 2992 |
|
2022
Q1 | $39K | Buy |
3,304
+1,139
| +53% | +$13.4K | ﹤0.01% | 2972 |
|
2021
Q4 | $24K | Buy |
2,165
+494
| +30% | +$5.48K | ﹤0.01% | 3182 |
|
2021
Q3 | $18K | Hold |
1,671
| – | – | ﹤0.01% | 3256 |
|
2021
Q2 | $19K | Sell |
1,671
-48
| -3% | -$546 | ﹤0.01% | 3158 |
|
2021
Q1 | $19K | Buy |
+1,719
| New | +$19K | ﹤0.01% | 3056 |
|