IFP Advisors’s AVDR US LargeCap Leading ETF AVDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-190
| Closed | -$5K | – | 5001 |
|
|
2022
Q3 | $5K | Hold |
190
| – | – | ﹤0.01% | 4086 |
|
|
2022
Q2 | $5K | Hold |
190
| – | – | ﹤0.01% | 3856 |
|
|
2022
Q1 | $5K | Buy |
190
+30
| +19% | +$789 | ﹤0.01% | 3856 |
|
|
2021
Q4 | $5K | Hold |
160
| – | – | ﹤0.01% | 2491 |
|
|
2021
Q3 | $5K | Buy |
160
+159
| +15,900% | +$4.97K | ﹤0.01% | 2539 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5675 |
|