Creative Planning’s Avalo Therapeutics AVTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | -$10K | – | 2223 |
|
|
2022
Q2 | $10K | Hold |
7
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q1 | $15K | Hold |
7
| – | – | ﹤0.01% | 2138 |
|
|
2021
Q4 | $35K | Buy |
7
+2
| +40% | +$10K | ﹤0.01% | 2016 |
|
|
2021
Q3 | $32K | Buy |
5
+1
| +25% | +$6.4K | ﹤0.01% | 2010 |
|
|
2021
Q2 | $42K | Hold |
4
| – | – | ﹤0.01% | 1928 |
|
|
2021
Q1 | $38K | Buy |
+4
| New | +$38K | ﹤0.01% | 2281 |
|