Ameritas Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Hold |
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|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $157K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $758K | Buy |
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