IFP Advisors’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-190
Closed -$5K 4995
2022
Q3
$5K Hold
190
﹤0.01% 4085
2022
Q2
$5K Hold
190
﹤0.01% 3855
2022
Q1
$5K Buy
190
+30
+19% +$870 ﹤0.01% 3855
2021
Q4
$5K Hold
160
﹤0.01% 2535
2021
Q3
$5K Buy
160
+159
+15,900% +$4.81K ﹤0.01% 2599
2021
Q2
$0 Buy
+1
New +$29 ﹤0.01% 3383

IFP Advisors's AVDR Position: Q4 2022 in Review

IFP Advisors sold out of AVDR US LargeCap Leading ETF (AVDR) in Q4 2022, closing a stake of 190 shares — an estimated $5K sold.

IFP Advisors first reported a position in AVDR in Q2 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 0 funds tracked by Wall St. Rank hold AVDR as of Q4 2022.

  • IFP Advisors reported no remaining AVDR US LargeCap Leading ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 190 AVDR US LargeCap Leading ETF shares in Q4 2022, an estimated $5K.
  • IFP Advisors first reported a position in AVDR US LargeCap Leading ETF in Q2 2021 and held it in 6 quarters.
  • IFP Advisors's AVDR US LargeCap Leading ETF position peaked at $5K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.