AO
Advisor OS’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,593
| Closed | -$895K | – | 287 |
|
|
2023
Q2 | $895K | Buy |
+43,593
| New | +$895K | 0.15% | 142 |
|
|
2022
Q1 | – | Sell |
-5,736
| Closed | -$242K | – | 200 |
|
|
2021
Q4 | $242K | Buy |
5,736
+832
| +17% | +$35.1K | 0.05% | 224 |
|
|
2021
Q3 | $201K | Sell |
4,904
-1,547
| -24% | -$63.4K | 0.04% | 219 |
|
|
2021
Q2 | $229K | Buy |
+6,451
| New | +$229K | 0.05% | 210 |
|