Creative Planning’s American Vanguard Corp AVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,500
| Closed | -$95K | – | 1983 |
|
|
2017
Q2 | $95K | Buy |
5,500
+1,300
| +31% | +$22.5K | ﹤0.01% | 2016 |
|
|
2017
Q1 | $70K | Hold |
4,200
| – | – | ﹤0.01% | 2191 |
|
|
2016
Q4 | $80K | Hold |
4,200
| – | – | ﹤0.01% | 1998 |
|
|
2016
Q3 | $67K | Sell |
4,200
-400
| -9% | -$6.38K | ﹤0.01% | 2118 |
|
|
2016
Q2 | $70K | Hold |
4,600
| – | – | ﹤0.01% | 1893 |
|
|
2016
Q1 | $73K | Buy |
4,600
+400
| +10% | +$6.35K | ﹤0.01% | 1817 |
|
|
2015
Q4 | $59K | Hold |
4,200
| – | – | ﹤0.01% | 1956 |
|
|
2015
Q3 | $49K | Buy |
+4,200
| New | +$49K | ﹤0.01% | 2040 |
|
|
2015
Q2 | – | Sell |
-4,200
| Closed | -$45K | – | 1192 |
|
|
2015
Q1 | $45K | Sell |
4,200
-1,110
| -21% | -$11.9K | ﹤0.01% | 2077 |
|
|
2014
Q4 | $62K | Buy |
5,310
+1,000
| +23% | +$11.7K | ﹤0.01% | 1838 |
|
|
2014
Q3 | $48K | Buy |
4,310
+4,100
| +1,952% | +$45.7K | ﹤0.01% | 1932 |
|
|
2014
Q2 | $3K | Hold |
210
| – | – | ﹤0.01% | 3291 |
|
|
2014
Q1 | $5K | Hold |
210
| – | – | ﹤0.01% | 2988 |
|
|
2013
Q4 | $5K | Hold |
210
| – | – | ﹤0.01% | 2820 |
|
|
2013
Q3 | $6K | Hold |
210
| – | – | ﹤0.01% | 2649 |
|
|
2013
Q2 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 2528 |
|