Cyndeo Wealth Partners’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
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.31M | Hold |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $746K | Hold |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $756K | Hold |
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|
2024
Q1 | $757K | Hold |
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|
2023
Q4 | $722K | Hold |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $752K | Buy |
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|
2022
Q4 | $450K | Buy |
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