Beacon Pointe Advisors’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
Q2
$267K Hold
2025
Q1
$254K Hold
2024
Q4
$259K Sell
2024
Q3
$271K Sell
2024
Q2
$326K Sell
2024
Q1
$377K Hold
2023
Q4
$359K Sell
2023
Q3
$346K Buy