Creative Planning’s Aviva Plc AV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,256
| Closed | -$60K | – | 4875 |
|
|
2016
Q3 | $60K | Buy |
+5,256
| New | +$60K | ﹤0.01% | 2208 |
|
|
2016
Q2 | – | Sell |
-317
| Closed | -$4K | – | 4608 |
|
|
2016
Q1 | $4K | Buy |
+317
| New | +$4K | ﹤0.01% | 3710 |
|
|
2015
Q3 | – | Sell |
-16,027
| Closed | -$250K | – | 4347 |
|
|
2015
Q2 | $250K | Buy |
+16,027
| New | +$250K | ﹤0.01% | 820 |
|
|
2015
Q1 | – | Sell |
-499
| Closed | -$7K | – | 4521 |
|
|
2014
Q4 | $7K | Buy |
+499
| New | +$7K | ﹤0.01% | 3314 |
|
|
2014
Q3 | – | Sell |
-32
| Closed | -$1K | – | 4220 |
|
|
2014
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3618 |
|
|
2013
Q4 | – | Sell |
-700
| Closed | -$9K | – | 3722 |
|
|
2013
Q3 | $9K | Buy |
700
+500
| +250% | +$6.43K | ﹤0.01% | 2536 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 2915 |
|