Creative Planning’s Adverum Biotechnologies ADVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,100
| Closed | -$242K | – | 1732 |
|
|
2019
Q4 | $242K | Hold |
2,100
| – | – | ﹤0.01% | 1521 |
|
|
2019
Q3 | $114K | Buy |
2,100
+100
| +5% | +$5.43K | ﹤0.01% | 1687 |
|
|
2019
Q2 | $238K | Hold |
2,000
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q1 | $105K | Hold |
2,000
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q4 | $63K | Sell |
2,000
-307
| -13% | -$9.67K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $140K | Buy |
2,307
+20
| +0.9% | +$1.21K | ﹤0.01% | 1724 |
|
|
2018
Q2 | $121K | Buy |
2,287
+994
| +77% | +$52.6K | ﹤0.01% | 1720 |
|
|
2018
Q1 | $75K | Buy |
+1,293
| New | +$75K | ﹤0.01% | 1761 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$41K | – | 4244 |
|
|
2015
Q3 | $41K | Buy |
+500
| New | +$41K | ﹤0.01% | 2158 |
|