AE Wealth Management’s Avantor AVTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-252,942
| Closed | -$5.35M | – | 1899 |
|
|
2023
Q1 | $5.35M | Buy |
252,942
+2,048
| +0.8% | +$43.3K | 0.03% | 491 |
|
|
2022
Q4 | $5.29M | Buy |
+250,894
| New | +$5.29M | 0.04% | 468 |
|
|
2022
Q3 | – | Sell |
-35,189
| Closed | -$1.09M | – | 1750 |
|
|
2022
Q2 | $1.09M | Buy |
35,189
+520
| +1% | +$16.2K | 0.01% | 854 |
|
|
2022
Q1 | $1.17M | Buy |
34,669
+1,744
| +5% | +$59K | 0.01% | 867 |
|
|
2021
Q4 | $1.39M | Buy |
32,925
+1,143
| +4% | +$48.2K | 0.01% | 815 |
|
|
2021
Q3 | $1.3M | Sell |
31,782
-1,468
| -4% | -$60K | 0.01% | 783 |
|
|
2021
Q2 | $1.18M | Buy |
33,250
+2,537
| +8% | +$90.1K | 0.01% | 783 |
|
|
2021
Q1 | $889K | Buy |
+30,713
| New | +$889K | 0.01% | 810 |
|