Creative Planning’s ADDvantage Technologies Group AEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $26.8K | Buy |
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|
2023
Q2 | $28.3K | Buy |
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|
2023
Q1 | $28.2K | Sell |
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|
2022
Q4 | $102K | Hold |
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|
2022
Q3 | $124K | Sell |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $122K | Sell |
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|
2021
Q3 | $167K | Buy |
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|
2021
Q2 | $185K | Sell |
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|
2021
Q1 | $189K | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $196K | Sell |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $165K | Sell |
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|
2019
Q1 | $144K | Hold |
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|
2018
Q4 | $151K | Hold |
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|
2018
Q3 | $148K | Sell |
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|
2018
Q2 | $143K | Hold |
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|
2018
Q1 | $140K | Hold |
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|
2017
Q4 | $160K | Hold |
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|
2017
Q3 | $151K | Hold |
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|
2017
Q2 | $176K | Hold |
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|
2017
Q1 | $208K | Hold |
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|
2016
Q4 | $193K | Sell |
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|
2016
Q3 | $198K | Buy |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $10K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $10K | Buy |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1K | Hold |
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|
2013
Q2 | $1K | Buy |
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