Avantax Planning Partners’s Avnet AVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,709
| Closed | -$201K | – | 431 |
|
|
2024
Q3 | $201K | Buy |
+3,709
| New | +$201K | 0.01% | 420 |
|
|
2024
Q1 | – | Sell |
-4,366
| Closed | -$220K | – | 466 |
|
|
2023
Q4 | $220K | Sell |
4,366
-512
| -10% | -$25.8K | 0.01% | 346 |
|
|
2023
Q3 | $235K | Buy |
4,878
+249
| +5% | +$12K | 0.01% | 325 |
|
|
2023
Q2 | $234K | Buy |
+4,629
| New | +$234K | 0.01% | 333 |
|
|
2018
Q2 | – | Sell |
-87
| Closed | -$4K | – | 334 |
|
|
2018
Q1 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 1392 |
|