Atomi Financial Group’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 | $271K | Sell |
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|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $191K | Buy |
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