Steward Partners Investment Advisory’s Anavex Life Sciences AVXL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-250
| Closed | -$1.42K | – | 3979 |
|
2024
Q3 | $1.42K | Hold |
250
| – | – | ﹤0.01% | 3496 |
|
2024
Q2 | $1.06K | Hold |
250
| – | – | ﹤0.01% | 3385 |
|
2024
Q1 | $1.27K | Hold |
250
| – | – | ﹤0.01% | 3350 |
|
2023
Q4 | $2.33K | Sell |
250
-400
| -62% | -$3.73K | ﹤0.01% | 3174 |
|
2023
Q3 | $4.26K | Sell |
650
-5,200
| -89% | -$34.1K | ﹤0.01% | 2880 |
|
2023
Q2 | $47.6K | Hold |
5,850
| – | – | ﹤0.01% | 1908 |
|
2023
Q1 | $50.1K | Hold |
5,850
| – | – | ﹤0.01% | 1862 |
|
2022
Q4 | $54.2K | Hold |
5,850
| – | – | ﹤0.01% | 1805 |
|
2022
Q3 | $60K | Hold |
5,850
| – | – | ﹤0.01% | 1703 |
|
2022
Q2 | $59K | Hold |
5,850
| – | – | ﹤0.01% | 1721 |
|
2022
Q1 | $72K | Hold |
5,850
| – | – | ﹤0.01% | 1732 |
|
2021
Q4 | $101K | Hold |
5,850
| – | – | ﹤0.01% | 1598 |
|
2021
Q3 | $105K | Buy |
5,850
+650
| +13% | +$11.7K | ﹤0.01% | 1516 |
|
2021
Q2 | $119K | Buy |
5,200
+1,200
| +30% | +$27.5K | ﹤0.01% | 2005 |
|
2021
Q1 | $59.8K | Buy |
4,000
+3,000
| +300% | +$44.9K | ﹤0.01% | 1889 |
|
2020
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2500 |
|
2020
Q3 | $5K | Sell |
1,000
-1,000
| -50% | -$5K | ﹤0.01% | 2347 |
|
2020
Q2 | $10K | Buy |
2,000
+1,000
| +100% | +$5K | ﹤0.01% | 2027 |
|
2020
Q1 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 2194 |
|
2018
Q1 | – | Sell |
-500
| Closed | -$1K | – | 2222 |
|
2017
Q4 | $1K | Hold |
500
| – | – | ﹤0.01% | 1763 |
|
2017
Q3 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 1470 |
|