IFP Advisors’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48
| Closed | -$5.16K | – | 1911 |
|
|
2025
Q1 | $5.16K | Hold |
48
| – | – | ﹤0.01% | 2832 |
|
|
2024
Q4 | $5.48K | Sell |
48
-10
| -17% | -$1.14K | ﹤0.01% | 2759 |
|
|
2024
Q3 | $5.08K | Sell |
58
-15
| -21% | -$1.31K | ﹤0.01% | 2667 |
|
|
2024
Q2 | $7.63K | Sell |
73
-17
| -19% | -$1.78K | ﹤0.01% | 2431 |
|
|
2024
Q1 | $11K | Hold |
90
| – | – | ﹤0.01% | 2195 |
|
|
2023
Q4 | $16K | Buy |
90
+35
| +64% | +$6.2K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $11K | Sell |
55
-131
| -70% | -$26.1K | ﹤0.01% | 2220 |
|
|
2023
Q2 | $42.5K | Buy |
186
+10
| +6% | +$2.29K | ﹤0.01% | 1677 |
|
|
2023
Q1 | $10.2K | Sell |
176
-174
| -50% | -$10.1K | ﹤0.01% | 2279 |
|
|
2022
Q4 | $22K | Buy |
350
+2
| +0.6% | +$126 | ﹤0.01% | 2804 |
|
|
2022
Q3 | $23K | Hold |
348
| – | – | ﹤0.01% | 2951 |
|
|
2022
Q2 | $22K | Hold |
348
| – | – | ﹤0.01% | 2746 |
|
|
2022
Q1 | $22K | Buy |
348
+196
| +129% | +$12.4K | ﹤0.01% | 2746 |
|
|
2021
Q4 | $32K | Sell |
152
-273
| -64% | -$57.5K | ﹤0.01% | 1707 |
|
|
2021
Q3 | $50K | Sell |
425
-1
| -0.2% | -$118 | ﹤0.01% | 1523 |
|
|
2021
Q2 | $33K | Buy |
426
+277
| +186% | +$21.5K | ﹤0.01% | 1700 |
|
|
2021
Q1 | $11K | Buy |
149
+23
| +18% | +$1.7K | ﹤0.01% | 2081 |
|
|
2020
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 2294 |
|
|
2020
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 2319 |
|
|
2020
Q2 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 2224 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2825 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2917 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3120 |
|
|
2018
Q3 | – | Sell |
-27
| Closed | -$1K | – | 3788 |
|
|
2018
Q2 | $1K | Sell |
27
-917
| -97% | -$34K | ﹤0.01% | 3647 |
|
|
2018
Q1 | $41K | Buy |
944
+500
| +113% | +$21.7K | ﹤0.01% | 1931 |
|
|
2017
Q4 | $19K | Sell |
444
-1,167
| -72% | -$49.9K | ﹤0.01% | 2402 |
|
|
2017
Q3 | $61K | Hold |
1,611
| – | – | ﹤0.01% | 1854 |
|
|
2017
Q2 | $44K | Buy |
1,611
+4
| +0.2% | +$109 | ﹤0.01% | 2031 |
|
|
2017
Q1 | $48K | Buy |
1,607
+50
| +3% | +$1.49K | ﹤0.01% | 1934 |
|
|
2016
Q4 | $57K | Buy |
1,557
+471
| +43% | +$17.2K | ﹤0.01% | 1790 |
|
|
2016
Q3 | $37K | Buy |
1,086
+66
| +6% | +$2.25K | ﹤0.01% | 1983 |
|
|
2016
Q2 | $33K | Buy |
+1,020
| New | +$33K | ﹤0.01% | 1998 |
|
|
2016
Q1 | – | Sell |
-2,138
| Closed | -$78K | – | 2498 |
|
|
2015
Q4 | $78K | Buy |
+2,138
| New | +$78K | 0.01% | 1311 |
|