Lenox Wealth Management’s Aviva Plc AV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $18K | Buy |
+2,711
| New | +$18K | 0.01% | 363 |
|
|
2020
Q1 | – | Sell |
-909
| Closed | -$10K | – | 807 |
|
|
2019
Q4 | $10K | Buy |
909
+141
| +18% | +$1.55K | ﹤0.01% | 452 |
|
|
2019
Q3 | $7K | Buy |
768
+376
| +96% | +$3.43K | ﹤0.01% | 500 |
|
|
2019
Q2 | $4K | Hold |
392
| – | – | ﹤0.01% | 551 |
|
|
2019
Q1 | $4K | Buy |
392
+24
| +7% | +$245 | ﹤0.01% | 559 |
|
|
2018
Q4 | $14K | Buy |
+368
| New | +$14K | ﹤0.01% | 349 |
|