AWM
AVK
Atticus Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Hold |
837
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $9.65K | Hold |
837
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $9.85K | Hold |
837
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $9.83K | Hold |
837
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $9.98K | Buy |
+837
| New | +$9.98K | ﹤0.01% | 387 |
|