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Patriot Financial Group Insurance Agency’s Advantage Solutions ADV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$1K – 2029
2021
Q4 		$1K Hold
100
– – ﹤0.01% 2000
2021
Q3 		$1K Hold
100
– – ﹤0.01% 2009
2021
Q2 		$1K Hold
100
– – ﹤0.01% 1940
2021
Q1 		$1K Hold
100
– – ﹤0.01% 1839
2020
Q4 		$1K Buy
+100
New +$1K ﹤0.01% 1709