Covestor’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
221
+207
| +1,479% | +$1.87K | ﹤0.01% | 1820 |
|
|
2025
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 2203 |
|
|
2024
Q4 | $0 | Buy |
14
+1
| +8% | – | ﹤0.01% | 2220 |
|
|
2024
Q3 | $0 | Sell |
13
-1
| -7% | – | ﹤0.01% | 2203 |
|
|
2024
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 2232 |
|
|
2024
Q1 | $0 | Sell |
14
-1
| -7% | – | ﹤0.01% | 2227 |
|
|
2023
Q4 | $0 | Sell |
15
-4
| -21% | – | ﹤0.01% | 2134 |
|
|
2023
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 2107 |
|
|
2023
Q2 | $0 | Sell |
19
-1
| -5% | – | ﹤0.01% | 2121 |
|
|
2023
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 2008 |
|
|
2022
Q4 | $0 | Sell |
20
-7
| -26% | – | ﹤0.01% | 2053 |
|
|
2022
Q3 | $0 | Sell |
27
-5
| -16% | – | ﹤0.01% | 1971 |
|
|
2022
Q2 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1883 |
|