IFP Advisors’s Adverum Biotechnologies ADVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$17 | – | 4237 |
|
|
2025
Q1 | – | Hold |
0
| – | -$19 | – | 4183 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4459 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$38K | – | 3367 |
|
|
2022
Q4 | $38K | Hold |
600
| – | – | ﹤0.01% | 2420 |
|
|
2022
Q3 | $38K | Hold |
600
| – | – | ﹤0.01% | 2572 |
|
|
2022
Q2 | $38K | Hold |
600
| – | – | ﹤0.01% | 2345 |
|
|
2022
Q1 | $38K | Buy |
+600
| New | +$38K | ﹤0.01% | 2345 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3312 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3022 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 2957 |
|
|
2020
Q4 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 2897 |
|
|
2020
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2801 |
|
|
2019
Q1 | $31K | Hold |
600
| – | – | ﹤0.01% | 1159 |
|
|
2018
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 2129 |
|
|
2018
Q3 | $36K | Hold |
600
| – | – | ﹤0.01% | 2057 |
|
|
2018
Q2 | $32K | Hold |
600
| – | – | ﹤0.01% | 2148 |
|
|
2018
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 2342 |
|
|
2017
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 2340 |
|
|
2017
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 2498 |
|
|
2017
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 2709 |
|
|
2017
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 2599 |
|
|
2016
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 2539 |
|
|
2016
Q3 | $25K | Hold |
600
| – | – | ﹤0.01% | 2245 |
|
|
2016
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 2352 |
|
|
2016
Q1 | $31K | Sell |
600
-29
| -5% | -$1.5K | ﹤0.01% | 1159 |
|
|
2015
Q4 | $60K | Buy |
+629
| New | +$60K | ﹤0.01% | 1481 |
|