Caldwell Sutter Capital’s ADDvantage Technologies Group, Inc. AEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,205
| Closed | -$312 | – | 950 |
|
|
2024
Q1 | $312 | Hold |
5,205
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $12.8K | Sell |
5,205
-901
| -15% | -$2.22K | 0.01% | 515 |
|
|
2023
Q3 | $23.2K | Sell |
6,106
-1,000
| -14% | -$3.8K | 0.01% | 419 |
|
|
2023
Q2 | $44.1K | Hold |
7,106
| – | – | 0.02% | 337 |
|
|
2023
Q1 | $78.9K | Buy |
7,106
+308
| +5% | +$3.42K | 0.06% | 207 |
|
|
2022
Q4 | $98.6K | Buy |
+6,798
| New | +$98.6K | 0.09% | 145 |
|