Concurrent Investment Advisors’s Advent Convertible and Income Fund AVK Stock Holding History

Concurrent Investment Advisors’s Portfolio AVK Stock Details AVK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$353K	Buy
2025 Q1	$326K	Buy
2024 Q4	$310K	Buy
2024 Q3	$173K	Sell
2024 Q2	$184K	Sell
2024 Q1	$185K	Buy
2023 Q4	$157K	Buy