AE Wealth Management’s Avnet AVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16,182
| Closed | -$765K | – | 1201 |
|
2023
Q4 | $765K | Sell |
16,182
-61,281
| -79% | -$2.9M | ﹤0.01% | 1254 |
|
2023
Q3 | $3.73M | Sell |
77,463
-9,981
| -11% | -$481K | 0.02% | 631 |
|
2023
Q2 | $4.41M | Buy |
87,444
+70,618
| +420% | +$3.56M | 0.03% | 578 |
|
2023
Q1 | $761K | Buy |
16,826
+513
| +3% | +$23.2K | ﹤0.01% | 1155 |
|
2022
Q4 | $678K | Buy |
+16,313
| New | +$678K | ﹤0.01% | 1150 |
|
2022
Q3 | – | Sell |
-11,211
| Closed | -$481K | – | 1749 |
|
2022
Q2 | $481K | Buy |
+11,211
| New | +$481K | ﹤0.01% | 1219 |
|