Advent Capital Management’s Advent Convertible and Income Fund AVK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$692K Hold
2023
Q1
$683K Hold
2022
Q4
$644K Hold
2022
Q3
$628K Hold
2022
Q2
$712K Hold
2022
Q1
$925K Hold
2021
Q4
$1.09M Sell
2021
Q3
$2.75M Hold
2021
Q2
$2.95M Hold
2021
Q1
$2.7M Hold
2020
Q4
$2.53M Hold
2020
Q3
$2.11M Hold
2020
Q2
$2M Hold
2020
Q1
$1.63M Hold
2019
Q4
$2.38M Buy
2019
Q3
$1.98M Hold
2019
Q2
$2.05M Hold
2019
Q1
$2.01M Buy
2018
Q4
$1.25M Buy
2018
Q3
$1.25M Buy