SSWM
AVX
Smith Salley Wealth Management’s AVX Corporation AVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-15,371
| Closed | -$193K | – | 169 |
|
|
2016
Q1 | $193K | Sell |
15,371
-1,775
| -10% | -$22.3K | 0.05% | 154 |
|
|
2015
Q4 | $208K | Sell |
17,146
-4,483
| -21% | -$54.4K | 0.05% | 149 |
|
|
2015
Q3 | $283K | Sell |
21,629
-6,100
| -22% | -$79.8K | 0.08% | 128 |
|
|
2015
Q2 | $373K | Sell |
27,729
-4,746
| -15% | -$63.8K | 0.1% | 124 |
|
|
2015
Q1 | $463K | Sell |
32,475
-17,524
| -35% | -$250K | 0.12% | 121 |
|
|
2014
Q4 | $700K | Sell |
49,999
-20,859
| -29% | -$292K | 0.18% | 111 |
|
|
2014
Q3 | $941K | Sell |
70,858
-36,334
| -34% | -$483K | 0.25% | 106 |
|
|
2014
Q2 | $1.41M | Buy |
+107,192
| New | +$1.41M | 0.38% | 83 |
|