Ancora Advisors’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,087,866
| Closed | -$10.8M | – | 1921 |
|
2022
Q4 | $10.8M | Buy |
1,087,866
+19,200
| +2% | +$191K | 0.31% | 58 |
|
2022
Q3 | $9M | Hold |
1,068,666
| – | – | 0.28% | 70 |
|
2022
Q2 | $6.56M | Buy |
1,068,666
+618,666
| +137% | +$3.8M | 0.18% | 112 |
|
2022
Q1 | $3.62M | Buy |
+450,000
| New | +$3.62M | 0.09% | 190 |
|