Lindbrook Capital’s Advantage Solutions ADV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,133
| Closed | -$3.31K | – | 2782 |
|
|
2024
Q4 | $3.31K | Buy |
1,133
+19
| +2% | +$55 | ﹤0.01% | 2140 |
|
|
2024
Q3 | $3.82K | Buy |
1,114
+58
| +5% | +$199 | ﹤0.01% | 2125 |
|
|
2024
Q2 | $3.4K | Buy |
1,056
+149
| +16% | +$480 | ﹤0.01% | 2166 |
|
|
2024
Q1 | $3.93K | Hold |
907
| – | – | ﹤0.01% | 2003 |
|
|
2023
Q4 | $3.28K | Buy |
+907
| New | +$3.28K | ﹤0.01% | 2084 |
|
|
2023
Q1 | – | Sell |
-2,942
| Closed | -$6.12K | – | 2771 |
|
|
2022
Q4 | $6.12K | Buy |
2,942
+926
| +46% | +$1.93K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $4K | Buy |
+2,016
| New | +$4K | ﹤0.01% | 1721 |
|