Arete Wealth Advisors’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
11,370
-350
| -3% | -$6.77K | 0.02% | 667 |
|
|
2025
Q1 | $169K | Buy |
11,720
+70
| +0.6% | +$1.01K | 0.01% | 680 |
|
|
2024
Q4 | $192K | Sell |
11,650
-500
| -4% | -$8.24K | 0.01% | 703 |
|
|
2024
Q3 | $143K | Sell |
12,150
-1,205
| -9% | -$14.2K | 0.01% | 667 |
|
|
2024
Q2 | $139K | Buy |
+13,355
| New | +$139K | 0.01% | 680 |
|
|
2024
Q1 | – | Sell |
-13,900
| Closed | -$114K | – | 405 |
|
|
2023
Q4 | $114K | Sell |
13,900
-10,000
| -42% | -$82.1K | 0.01% | 706 |
|
|
2023
Q3 | $161K | Buy |
23,900
+4,250
| +22% | +$28.6K | 0.03% | 447 |
|
|
2023
Q2 | $113K | Buy |
19,650
+450
| +2% | +$2.59K | 0.01% | 626 |
|
|
2023
Q1 | $79K | Sell |
19,200
-1,000
| -5% | -$4.12K | 0.01% | 611 |
|
|
2022
Q4 | $83M | Buy |
+20,200
| New | +$83M | 0.01% | 587 |
|