SVB Wealth’s Aviva Plc AV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,021
| Closed | -$130K | – | 1840 |
|
|
2024
Q4 | $130K | Buy |
+11,021
| New | +$130K | ﹤0.01% | 702 |
|
|
2024
Q3 | – | Sell |
-10,236
| Closed | -$125K | – | 679 |
|
|
2024
Q2 | $125K | Sell |
10,236
-1,512
| -13% | -$18.4K | ﹤0.01% | 704 |
|
|
2024
Q1 | $149K | Sell |
11,748
-168
| -1% | -$2.14K | ﹤0.01% | 794 |
|
|
2023
Q4 | $131K | Buy |
11,916
+1,858
| +18% | +$20.4K | ﹤0.01% | 816 |
|
|
2023
Q3 | $97.2K | Buy |
+10,058
| New | +$97.2K | ﹤0.01% | 809 |
|
|
2023
Q1 | – | Sell |
-11,101
| Closed | -$119K | – | 1097 |
|
|
2022
Q4 | $119K | Buy |
+11,101
| New | +$119K | ﹤0.01% | 955 |
|
|
2022
Q3 | – | Sell |
-11,302
| Closed | -$111K | – | 1029 |
|
|
2022
Q2 | $111K | Buy |
+11,302
| New | +$111K | ﹤0.01% | 702 |
|
|
2021
Q3 | – | Sell |
-18,732
| Closed | -$210K | – | 1067 |
|
|
2021
Q2 | $210K | Sell |
18,732
-53,941
| -74% | -$605K | ﹤0.01% | 877 |
|
|
2021
Q1 | $819K | Buy |
72,673
+5,315
| +8% | +$59.9K | 0.01% | 393 |
|
|
2020
Q4 | $599K | Buy |
67,358
+20,389
| +43% | +$181K | 0.01% | 424 |
|
|
2020
Q3 | $347K | Buy |
46,969
+6,663
| +17% | +$49.2K | 0.01% | 489 |
|
|
2020
Q2 | $273K | Buy |
+40,306
| New | +$273K | 0.01% | 477 |
|