Creative Planning’s A V Homes, Inc. AVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-530
| Closed | -$11K | – | 4269 |
|
|
2017
Q2 | $11K | Buy |
530
+30
| +6% | +$623 | ﹤0.01% | 3552 |
|
|
2017
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 3711 |
|
|
2016
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3658 |
|
|
2014
Q4 | – | Sell |
-127
| Closed | -$2K | – | 4264 |
|
|
2014
Q3 | $2K | Hold |
127
| – | – | ﹤0.01% | 3626 |
|
|
2014
Q2 | $2K | Sell |
127
-542
| -81% | -$8.54K | ﹤0.01% | 3463 |
|
|
2014
Q1 | $12K | Hold |
669
| – | – | ﹤0.01% | 2645 |
|
|
2013
Q4 | $12K | Hold |
669
| – | – | ﹤0.01% | 2496 |
|
|
2013
Q3 | $12K | Hold |
669
| – | – | ﹤0.01% | 2375 |
|
|
2013
Q2 | $12K | Buy |
+669
| New | +$12K | ﹤0.01% | 2204 |
|