Valeo Financial Advisors’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-19,265
| Closed | -$126K | – | 2122 |
|
2020
Q2 | $126K | Buy |
19,265
+8,289
| +76% | +$54.2K | 0.01% | 424 |
|
2020
Q1 | $52K | Sell |
10,976
-8,761
| -44% | -$41.5K | 0.01% | 578 |
|
2019
Q4 | $151K | Hold |
19,737
| – | – | 0.01% | 374 |
|
2019
Q3 | $105K | Hold |
19,737
| – | – | 0.01% | 423 |
|
2019
Q2 | $111K | Buy |
19,737
+13,913
| +239% | +$78.2K | 0.01% | 406 |
|
2019
Q1 | $25K | Buy |
+5,824
| New | +$25K | ﹤0.01% | 711 |
|