LWANC
SVVC

Laurel Wealth Advisors (North Carolina)’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio SVVC Stock Details SVVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12
Closed – – 562
2020
Q2 		$0 Hold
12
– – ﹤0.01% 548
2020
Q1 		$0 Hold
12
– – ﹤0.01% 570
2019
Q4 		$0 Hold
12
– – ﹤0.01% 551
2019
Q3 		$0 Buy
+12
New +$99 ﹤0.01% 546

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YCM
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Osaic Holdings
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Royal Bank of Canada
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CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RJFSA
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Wolverine Trading
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Laurel Wealth Advisors (North Carolina)'s SVVC Position: Q3 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q3 2020, closing a stake of 12 shares.

Laurel Wealth Advisors (North Carolina) first reported a position in SVVC in Q3 2019 and held it in 4 quarters. The position peaked at $0 in Q2 2020. 23 funds tracked by Wall St. Rank hold SVVC as of Q3 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 12 Firsthand Technology Value Fund, Inc. Common Stock shares in Q3 2020.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q3 2019 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Firsthand Technology Value Fund, Inc. Common Stock position peaked at $0 in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q3 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2020, filed 10 Nov 2020.