Lenox Wealth Advisors’s Aviva Plc AV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Sell |
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|
2018
Q3 | $32K | Sell |
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|
2018
Q2 | $46K | Hold |
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|
2018
Q1 | $49K | Buy |
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|
2017
Q4 | $4K | Buy |
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