Diversified Trust’s American Vanguard Corp AVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,100
| Closed | -$248K | – | 775 |
|
|
2022
Q2 | $248K | Buy |
+11,100
| New | +$248K | 0.01% | 619 |
|
|
2015
Q2 | – | Sell |
-20,335
| Closed | -$216K | – | 469 |
|
|
2015
Q1 | $216K | Sell |
20,335
-2,100
| -9% | -$22.3K | 0.02% | 469 |
|
|
2014
Q4 | $261K | Buy |
+22,435
| New | +$261K | 0.02% | 437 |
|
|
2014
Q2 | $166K | Buy |
+12,520
| New | +$166K | 0.01% | 525 |
|