Global Retirement Partners’s Advantage Solutions ADV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33K | Buy |
+5,550
| New | +$7.33K | ﹤0.01% | 2742 |
|
|
2022
Q3 | – | Sell |
-227
| Closed | -$1K | – | 2663 |
|
|
2022
Q2 | $1K | Hold |
227
| – | – | ﹤0.01% | 2326 |
|
|
2022
Q1 | $1K | Buy |
+227
| New | +$1K | ﹤0.01% | 2293 |
|
|
2021
Q4 | – | Sell |
-3,401
| Closed | -$29K | – | 274 |
|
|
2021
Q3 | $29K | Buy |
3,401
+592
| +21% | +$5.05K | ﹤0.01% | 1063 |
|
|
2021
Q2 | $30K | Buy |
2,809
+42
| +2% | +$449 | ﹤0.01% | 1044 |
|
|
2021
Q1 | $33K | Buy |
2,767
+381
| +16% | +$4.54K | ﹤0.01% | 927 |
|
|
2020
Q4 | $31K | Buy |
2,386
+249
| +12% | +$3.24K | ﹤0.01% | 879 |
|
|
2020
Q3 | $22K | Buy |
+2,137
| New | +$22K | ﹤0.01% | 887 |
|