Modera Wealth Management’s Annovis Bio ANVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,513
| Closed | -$176K | – | 601 |
|
|
2024
Q2 | $176K | Hold |
30,513
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $363K | Hold |
30,513
| – | – | 0.01% | 443 |
|
|
2023
Q4 | $571K | Hold |
30,513
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $290K | Hold |
30,513
| – | – | 0.01% | 461 |
|
|
2023
Q2 | $436K | Hold |
30,513
| – | – | 0.01% | 401 |
|
|
2023
Q1 | $470K | Hold |
30,513
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $410K | Hold |
30,513
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $418K | Sell |
30,513
-400
| -1% | -$5.48K | 0.02% | 205 |
|
|
2022
Q2 | $351K | Sell |
30,913
-400
| -1% | -$4.54K | 0.02% | 235 |
|
|
2022
Q1 | $418K | Sell |
31,313
-1,000
| -3% | -$13.3K | 0.02% | 229 |
|
|
2021
Q4 | $568K | Sell |
32,313
-985
| -3% | -$17.3K | 0.02% | 254 |
|
|
2021
Q3 | $1.06M | Sell |
33,298
-1,448
| -4% | -$46K | 0.05% | 102 |
|
|
2021
Q2 | $2.97M | Sell |
34,746
-5,900
| -15% | -$505K | 0.16% | 55 |
|
|
2021
Q1 | $1.13M | Sell |
40,646
-3,200
| -7% | -$89.3K | 0.07% | 88 |
|
|
2020
Q4 | $331K | Buy |
+43,846
| New | +$331K | 0.03% | 170 |
|