Creative Planning’s Anavex Life Sciences AVXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
58,916
+8,513
| +17% | +$78.5K | ﹤0.01% | 2392 |
|
|
2025
Q1 | $432K | Buy |
50,403
+6,453
| +15% | +$55.4K | ﹤0.01% | 2417 |
|
|
2024
Q4 | $472K | Buy |
43,950
+4,079
| +10% | +$43.8K | ﹤0.01% | 2270 |
|
|
2024
Q3 | $226K | Buy |
39,871
+14,010
| +54% | +$79.6K | ﹤0.01% | 2742 |
|
|
2024
Q2 | $109K | Buy |
25,861
+1,730
| +7% | +$7.3K | ﹤0.01% | 2811 |
|
|
2024
Q1 | $123K | Buy |
24,131
+5,576
| +30% | +$28.4K | ﹤0.01% | 2656 |
|
|
2023
Q4 | $173K | Buy |
18,555
+6,778
| +58% | +$63.1K | ﹤0.01% | 2465 |
|
|
2023
Q3 | $77.1K | Sell |
11,777
-1,159
| -9% | -$7.59K | ﹤0.01% | 2413 |
|
|
2023
Q2 | $105K | Sell |
12,936
-178
| -1% | -$1.45K | ﹤0.01% | 2325 |
|
|
2023
Q1 | $112K | Sell |
13,114
-688
| -5% | -$5.9K | ﹤0.01% | 2228 |
|
|
2022
Q4 | $128K | Sell |
13,802
-6,113
| -31% | -$56.6K | ﹤0.01% | 2105 |
|
|
2022
Q3 | $206K | Sell |
19,915
-16,000
| -45% | -$166K | ﹤0.01% | 1884 |
|
|
2022
Q2 | $360K | Buy |
35,915
+2,700
| +8% | +$27.1K | ﹤0.01% | 1484 |
|
|
2022
Q1 | $409K | Buy |
33,215
+12,700
| +62% | +$156K | ﹤0.01% | 1437 |
|
|
2021
Q4 | $356K | Buy |
+20,515
| New | +$356K | ﹤0.01% | 1508 |
|
|
2021
Q2 | – | Sell |
-17,750
| Closed | -$265K | – | 2017 |
|
|
2021
Q1 | $265K | Buy |
+17,750
| New | +$265K | ﹤0.01% | 1836 |
|
|
2017
Q3 | – | Sell |
-2,280
| Closed | -$12K | – | 1988 |
|
|
2017
Q2 | $12K | Hold |
2,280
| – | – | ﹤0.01% | 3455 |
|
|
2017
Q1 | $13K | Sell |
2,280
-200
| -8% | -$1.14K | ﹤0.01% | 3370 |
|
|
2016
Q4 | $10K | Buy |
2,480
+200
| +9% | +$806 | ﹤0.01% | 3482 |
|
|
2016
Q3 | $8K | Sell |
2,280
-9,500
| -81% | -$33.3K | ﹤0.01% | 3556 |
|
|
2016
Q2 | $72K | Hold |
11,780
| – | – | ﹤0.01% | 1867 |
|
|
2016
Q1 | $58K | Sell |
11,780
-940
| -7% | -$4.63K | ﹤0.01% | 1975 |
|
|
2015
Q4 | $71K | Buy |
+12,720
| New | +$71K | ﹤0.01% | 1820 |
|