United Capital Financial Advisors’s American Vanguard Corp AVD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-49,946
| Closed | -$875K | – | 1196 |
|
2021
Q2 | $875K | Hold |
49,946
| – | – | ﹤0.01% | 728 |
|
2021
Q1 | $1.02M | Sell |
49,946
-10,000
| -17% | -$204K | 0.01% | 661 |
|
2020
Q4 | $930K | Hold |
59,946
| – | – | 0.01% | 688 |
|
2020
Q3 | $788K | Hold |
59,946
| – | – | 0.01% | 717 |
|
2020
Q2 | $825K | Hold |
59,946
| – | – | 0.01% | 716 |
|
2020
Q1 | $867K | Sell |
59,946
-5,000
| -8% | -$72.3K | 0.01% | 664 |
|
2019
Q4 | $1.26M | Hold |
64,946
| – | – | 0.01% | 696 |
|
2019
Q3 | $1.02M | Hold |
64,946
| – | – | 0.01% | 740 |
|
2019
Q2 | $1M | Hold |
64,946
| – | – | 0.01% | 804 |
|
2019
Q1 | $1.12M | Buy |
64,946
+7,236
| +13% | +$125K | 0.01% | 744 |
|
2018
Q4 | $877K | Hold |
57,710
| – | – | 0.01% | 749 |
|
2018
Q3 | $1.04M | Hold |
57,710
| – | – | 0.01% | 771 |
|
2018
Q2 | $1.32M | Buy |
+57,710
| New | +$1.32M | 0.01% | 691 |
|
2016
Q3 | – | Sell |
-12,710
| Closed | -$191K | – | 1259 |
|
2016
Q2 | $191K | Hold |
12,710
| – | – | ﹤0.01% | 1179 |
|
2016
Q1 | $201K | Sell |
12,710
-7,500
| -37% | -$119K | ﹤0.01% | 1123 |
|
2015
Q4 | $283K | Hold |
20,210
| – | – | ﹤0.01% | 1037 |
|
2015
Q3 | $234K | Hold |
20,210
| – | – | ﹤0.01% | 1119 |
|
2015
Q2 | $279K | Hold |
20,210
| – | – | ﹤0.01% | 1094 |
|
2015
Q1 | $220K | Hold |
20,210
| – | – | ﹤0.01% | 1156 |
|
2014
Q4 | $235K | Hold |
20,210
| – | – | ﹤0.01% | 1040 |
|
2014
Q3 | $226K | Hold |
20,210
| – | – | ﹤0.01% | 1003 |
|
2014
Q2 | $267K | Hold |
20,210
| – | – | 0.01% | 761 |
|
2014
Q1 | $438K | Hold |
20,210
| – | – | 0.01% | 661 |
|
2013
Q4 | $491K | Hold |
20,210
| – | – | 0.02% | 440 |
|
2013
Q3 | $544K | Hold |
20,210
| – | – | 0.02% | 428 |
|
2013
Q2 | $474K | Buy |
+20,210
| New | +$474K | 0.01% | 515 |
|