Clay Northam Wealth Management’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-47,700
| Closed | -$196K | – | 81 |
|
|
2022
Q4 | $196K | Sell |
47,700
-1,150
| -2% | -$4.73K | 0.23% | 73 |
|
|
2022
Q3 | $196K | Sell |
48,850
-4,750
| -9% | -$19.1K | 0.24% | 76 |
|
|
2022
Q2 | $233K | Buy |
+53,600
| New | +$233K | 0.29% | 67 |
|
|
2022
Q1 | – | Sell |
-57,000
| Closed | -$359K | – | 82 |
|
|
2021
Q4 | $359K | Buy |
+57,000
| New | +$359K | 0.34% | 59 |
|