Wealth Architects’s Avidbank Holdings AVBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-19,850
| Closed | -$395K | – | 137 |
|
|
2017
Q3 | $395K | Sell |
19,850
-1,150
| -5% | -$22.9K | 0.14% | 76 |
|
|
2017
Q2 | $412K | Buy |
21,000
+5,500
| +35% | +$108K | 0.15% | 70 |
|
|
2017
Q1 | $296K | Hold |
15,500
| – | – | 0.12% | 88 |
|
|
2016
Q4 | $278K | Sell |
15,500
-3,760
| -20% | -$67.4K | 0.12% | 90 |
|
|
2016
Q3 | $298K | Sell |
19,260
-11,290
| -37% | -$175K | 0.14% | 85 |
|
|
2016
Q2 | $447K | Hold |
30,550
| – | – | 0.22% | 65 |
|
|
2016
Q1 | $428K | Buy |
30,550
+1,550
| +5% | +$21.7K | 0.21% | 65 |
|
|
2015
Q4 | $405K | Buy |
29,000
+5,000
| +21% | +$69.8K | 0.2% | 67 |
|
|
2015
Q3 | $296K | Hold |
24,000
| – | – | 0.16% | 90 |
|
|
2015
Q2 | $299K | Buy |
+24,000
| New | +$299K | 0.16% | 90 |
|