Crewe Advisors’s Advantage Solutions ADV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-295
Closed -$614 814
2022
Q4
$614 Hold
295
﹤0.01% 964
2022
Q3
$1K Hold
295
﹤0.01% 1101
2022
Q2
$1K Buy
+295
New +$1K ﹤0.01% 1035