Creative Planning’s Anavex Life Sciences AVXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Buy |
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|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q4 | $173K | Buy |
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|
2023
Q3 | $77.1K | Sell |
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|
2023
Q2 | $105K | Sell |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $128K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $265K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $13K | Sell |
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|
2016
Q4 | $10K | Buy |
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|
2016
Q3 | $8K | Sell |
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|
2016
Q2 | $72K | Hold |
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|
2016
Q1 | $58K | Sell |
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|
2015
Q4 | $71K | Buy |
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